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Stephen Blakely Turner

LPl Financial LLC

Atlanta, GA

Atlanta, GA

San Diego, CA

CRD 2467546

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-03-07
GA RA APPROVED 2022-03-03
  • TX RA
    APPROVED_RES
    Since 2022-03-07
  • GA RA
    APPROVED
    Since 2022-03-03

Branch Locations

800 Battery Ave Se Ste 300 Offices 3137, 3138, Atlanta, GA 30339 • United States

800 Battery Ave Se, Suite 100, Offices 2109 & 2115, Atlanta, GA 30339 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • 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
Wells Fargo Advisors Llc Kennesaw GA 05/2009 11/2016
Wells Fargo Clearing Services, Llc Kennesaw GA 11/2016 03/2022
Lpl Financial Llc Atlanta GA 03/2022 Present
Previous Registrations
  • 2002-12-20 → 2022-03-09
    Wells Fargo Clearing Services, Llc
    Kennesaw, GA
    Marietta, GA
    Atlanta, GA
    Marietta, GA
    Atlanta, GA
    Atlanta, GA
  • 2001-05-25 → 2002-12-17
    Prudential Equity Group, Llc
    Atlanta, GA
Other Businesses

1- 06/08/2026 - Fretflash - Other - Not Investment Related - Marietta, GA - Start Date 07/01/2026 - 4 hours per month/ 0 hours during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-07-23
S63 Uniform Securities Agent State Law Examination 1994-09-09
  • S65 Uniform Investment Adviser Law Examination
    1997-07-23
  • S63 Uniform Securities Agent State Law Examination
    1994-09-09
Other Names
  • Blake Turner
  • Blake Turner

View on SEC IAPD

Nearby Firms

LIQUID STRATEGIES, LLC
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Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

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