Amaris Lee Turner

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 07/2020 → 11/2024
  Pruco Securities Llc
  Clermont, FL
• 06/2011 → 08/2018
  Independent Insurance Agent
  Minneola, FL
• 09/2019 → 08/2020
  Nicole Granakos
  Clermont, FL
• 03/2017 → 08/2020
  Aim Consulting Llc
  Minneola, FL
• 08/2020 → Present
  The Prudential Insurance Company Of America
  Clermont, FL
• 11/2024 → Present
  Lpl Enterprise, Llc
  Clermont, FL

Previous Registrations

• 2022-01-04 → 2024-11-12
  Pruco Securities, Llc.
  Orlando, FL
  Clermont, FL
  Minneola, FL

Other Businesses

1) 09/03/2024- Foundational Wealth Planners- DBA for LPL Business (entity for LPL business)- Fee-based financial advisory, insurance and wealth management- INV Related- Clermont, FL- Start Date 01/10/2022- 180hrs/mth- 180 during trading 2) 09/03/2024- Tobacco Free Florida-AHEC- Facilitate Smoking Cessation Classes- Not INV Related- Clermont, FL- Start Date 12/01/2023- 10hrs/mth- 2hrs during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-12-31
• S65 Uniform Investment Adviser Law Examination
  2021-12-20

Other Names

• Amaris Lee Lucena