Best Investors Account Sign in

Robert Earl Turner

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Williamsburg, VA

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-01-25
VA RA APPROVED 2021-01-22
  • TX RA
    APPROVED_RES
    Since 2021-01-25
  • VA RA
    APPROVED
    Since 2021-01-22

Branch Locations

266 Mclaws Cir, Williamsburg, VA 23185 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services, Inc. Atlanta GA 05/2003 01/2021
Suntrust Advisory Services Atlanta GA 09/2016 01/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Williamsburg VA 01/2021 Present
Bank Of America, N.A. Williamsburg VA 03/2021 Present
  • 05/2003 → 01/2021
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 09/2016 → 01/2021
    Suntrust Advisory Services
    Atlanta, GA
  • 01/2021 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Williamsburg, VA
  • 03/2021 → Present
    Bank Of America, N.A.
    Williamsburg, VA
Previous Registrations
  • 2016-09-21 → 2021-01-28
    Truist Advisory Services, Inc.
    Gloucester Point, VA
    Gloucester, VA
    Grafton, VA
    Gloucester, VA
    Newport News, VA
  • 2003-06-02 → 2016-12-31
    Truist Investment Services, Inc.
    Williamsburg, VA
    Williamsburg, VA
    Suffolk, VA
    Newport News, VA
    Gloucester, VA
    Newport News, VA
    Gloucester Point, VA
    Gloucester, VA
    Grafton, VA
    Newport News, VA
  • 2002-06-20 → 2003-05-22
    Wells Fargo Clearing Services, Llc
    Newport News, VA
  • 2000-03-21 → 2002-06-20
    Wachovia Securities, Inc.
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-11-07
S63 Uniform Securities Agent State Law Examination 1992-12-23
  • S65 Uniform Investment Adviser Law Examination
    1996-11-07
  • S63 Uniform Securities Agent State Law Examination
    1992-12-23
Other Names
  • Robert E Turner

View on SEC IAPD

Other Firms

MORGAN STANLEY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TENZING FINANCIAL LLC
LEVEL FOUR ADVISORY SERVICES
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.

Other Investors

CHARLES JONATHAN CARDER
JOHN ASHLEY PATTISALL
SHARI L BARKER
Beth L Brauner
DAVID ROSS CLEMENS
PETER JAMES KOKOLIS
JOHN JAMES KOKOLIS
LARRY STEPHEN GOLUB

Other Offices

MORGAN STANLEY · Williamsburg, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WILLIAMSBURG, VA
AMERIPRISE FINANCIAL SERVICES, LLC · Williamsburg, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Willliamsburg, VA
TENZING FINANCIAL LLC · WILLIAMSBURG, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Williamsburg, VA
LEVEL FOUR ADVISORY SERVICES · WILLIAMSBURG, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Williamsburg, VA

More in Williamsburg, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor