Andrew Coleman Turner

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2020 → Present
  Kinnett Borough Financial Group
  Lexington, KY
• 05/2016 → 05/2020
  Asbury University
  Wilmore, KY
• 06/2020 → Present
  Raymond James Financial Services Inc
  Lexington, KY
• 12/2021 → Present
  Raymond James Financial Services Advisors
  Lexington, KY
• 05/2020 → Present
  Oakcrest Advisors
  Lexington, KY

Other Businesses

(1)Name of Business: Kinnett Borough Financial Group Address: 2452 Sir Barton Way Ste 204, Lexington, KY, 40509-2548, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/29/2020 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: I am the office manager at Kinnett Borough (2)Name of Business: Oakcrest Advisors Address: 2452 Sir Barton Way Ste 204, Lexington, KY, 40509-2548, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/29/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I manage the office at Kinnett Borough Financial Group and they are apart of Oakcrest Advisors

Exams

• S66 Uniform Combined State Law Examination
  2021-11-10