Cherie Lee Turner

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2010 → 08/2020
  Wells Fargo Advisors Financial Network Llc
  Longmont, CO
• 09/2020 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 09/2020 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2010-03-12 → 2020-08-14
  Wells Fargo Advisors Financial Network, Llc
  Longmont, CO
• 2009-04-07 → 2010-03-12
  Wells Fargo Clearing Services, Llc
  Longmont, CO

Other Businesses

1) RICH TURNER FINANCIAL ADVISORS, 14098 N. 95th St., Longmont CO 80504, 10/12/2009, Vice President, DBA Name, NIR, 1 HR/MO - 0 HR/MO TRADING 2) RICH TURNER FINANCIAL ADVISORS AND A NOTARY, 14098 N. 95th St., Longmont CO 80504, 06/08/2025, Vice President, Notary, NIR, 1 HR/MO - 1 HR/MO TRADING 3) CIRA, 1776 Pleasant Plain Rd, Fairfield IA 52556, United States, 10/2020, Investment Advisor Representative, CIRA Affiliation, INV REL, HR/MO: 80 - HR/MO TRADING: 80

Exams

• S66 Uniform Combined State Law Examination
  2009-03-30