Kenneth Robert Turpin

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

• 04/2015 → Present
  Raymond James Financial Services, Inc.
  Bend, OR
• 04/2015 → Present
  Raymond James Financial Services Advisors Inc.
  Bend, OR
• 04/2015 → 04/2019
  Zivney Financial Group
  Bend, OR

Previous Registrations

• 2011-01-03 → 2015-04-07
  Wells Fargo Clearing Services, Llc
  Portland, OR
  Vancouver, WA
  Portland, OR
  Beaverton, OR
  Portland, OR
  Bend, OR
  Bend, OR
  Portland, OR
• 2006-07-31 → 2011-01-03
  Wells Fargo Investments, Llc
  Portland, OR
  Portland, OR
  Beaverton, OR
  Portland, OR

Other Businesses

(1)Name of Business: Ollerenshaw Wealth Management Address: 3000 NE Stucki Ave, Ste 230C, Hillsboro, OR, 97124, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 04/08/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-14
• S63 Uniform Securities Agent State Law Examination
  1995-10-17

Other Names

• Ken Turpin
• Ken Robert Turpin