Seth Adam Turner

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 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

• 10/2024 → 10/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  North Charleston, SC
• 08/2023 → Present
  Seek Snacks, Llc
  Summerville, SC
• 03/2023 → 10/2024
  Motto Mortgage Lonestar / Endeavor Mortgage Llc
  Houston, TX
• 11/2022 → 02/2023
  Unemployed
  Dallas, TX
• 04/2013 → 11/2022
  Supreme Lending
  Dallas, TX
• 06/2023 → Present
  Charleston Ice Hockey Referee Association
  North Charleston, SC
• 09/2016 → 06/2023
  North Texas Officials Association
  Dallas, TX
• 09/2019 → 03/2020
  Dse Hockey Centers Lp
  Plano, TX
• 12/2024 → 10/2025
  Bank Of America, N.A.
  North Charleston, SC
• 10/2025 → Present
  Southstate Bank
  North Charleston, SC
• 10/2025 → Present
  Lpl Financial Llc
  North Charleston, SC

Previous Registrations

• 2025-02-06 → 2025-10-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  North Charleston, SC
  North Charleston, SC
  Mount Pleasant, SC
  New York, NY
  Charleston, SC

Other Businesses

1.10/30/2025; SEEK Snacks, LLC; Business Owner; Investment Related; Summerville,SC; Start Date 08/21/2023; 4hrs/mth; 0hrs during trading 2.10/30/2025; Charleston Ice Hockey Referee Association; Coach/ Sports/ Fitness; Investment Related; North Charleston,SC; Start Date 06/17/2023; 10hrs/mth; 0hrs during trading 3.10/30/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name South State Investment Services; Investment Related; at Reported Business Location(s); Start Date 10/22/2025; 100hrs/mth; 100hrs during trading 4.07/23/2026; Charleston Colonials; Coach/ Sports/ Fitness; Not Investment Related; North Charleston,SC; Start Date 07/22/2026; 4hrs/mth; 0hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2025-02-05

Other Names

• Seth A Turner