Travis William Turner

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1997 → 02/2018
  Scottsdale Securities, Inc./Scottrade
  Seattle, WA
• 02/2018 → 06/2024
  Td Ameritrade, Inc.
  St. Louis, MO
• 02/2018 → 06/2024
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 07/2021 → Present
  Charles Schwab & Co., Inc.
  San Diego, CA
• 04/2022 → Present
  Charles Schwab Bank, Ssb
  San Diego, CA

Previous Registrations

• 2018-02-26 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  St. Louis, MO
  Omaha, NE
  St. Louis, MO
  St. Louis, MO
  Vancouver, WA
  Vancouver, WA
  Sacramento, CA
• 2018-02-27 → 2022-10-14
  Td Ameritrade, Inc.
  St. Louis, MO
  St Louis, MO
  St Louis, MO
  St. Louis, MO
  Vancouver, WA
  Sacramento, CA
  Omaha, NE
  Scottsdale, AZ
• 2016-05-16 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2016-05-16
• S63 Uniform Securities Agent State Law Examination
  1994-11-22

Other Names

• Travis W Turner
• Travis Turner