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Phoenix Turner

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fairhope, AL

New York, NY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-23
AL RA APPROVED 2025-10-14
  • TX RA
    APPROVED_RES
    Since 2025-11-23
  • AL RA
    APPROVED
    Since 2025-10-14

Branch Locations

601 N Section St, Fairhope, AL 36532 • United States

One Bryant Park, New York, NY 10036 • UNITED STATES

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairhope AL 09/2024 Present
Wells Fargo Daphne AL 02/2021 09/2024
Wells Fargo Fairhope AL 01/2019 02/2021
Wells Fargo Loxley AL 07/2015 01/2019
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-10
  • S66 Uniform Combined State Law Examination
    2025-10-10
Other Names
  • Phoenix Lee Fisk
  • Phoenix Fisk Naylor
  • Phoenix Lee Fisk-Naylor
  • Phoenix Fisk
  • Phoenix Fisk-Naylor
  • Phoenix Naylor

View on SEC IAPD

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Other Investors

GEOFFREY FORD KENNEDY
DOUGLAS FORD KENNEDY
Tenzin Phuntsok
MARK ALAN CALLAHAN
JOHN LUKE TYNER
BECKHAM DAVID WYRICK
Joseph Robert King
William Herbert Graham

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · FAIRHOPE, AL
NAVIANT PARTNERS, LLC · FAIRHOPE, AL
APTUS CAPITAL ADVISORS, LLC · FAIRHOPE, AL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairhope, AL
PNC WEALTH MANAGEMENT LLC · FAIRHOPE, AL
WELLS FARGO CLEARING SERVICES, LLC · FAIRHOPE, AL
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. · FAIRHOPE, AL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · FAIRHOPE, AL

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