Samuel Dean Turner

Current Employers

Employment History

• 10/2010 → 12/2016
  Capital Guardian Llc
  Belmont, NC
• 10/2010 → 12/2016
  Capital Guardian Wealth Management Llc
  Belmont, NC
• 12/2016 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 12/2016 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Charlotte, NC
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Charlotte, NC
• 01/2024 → Present
  Osaic Wealth, Inc.
  Charlotte, NC

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Charlotte, NC
  Huntersville, NC
• 2016-12-05 → 2019-03-01
  Questar Asset Management, Inc.
  Charlotte, NC
  Minneapolis, MN
• 2010-10-29 → 2016-12-02
  Capital Guardian Wealth Management, Llc
  Miami, FL
  Charlotte, NC
• 2006-05-19 → 2010-11-01
  Anderson & Strudwick, Incorporated
  Charlotte, NC
• 2004-05-03 → 2006-05-26
  Citigroup Global Markets Inc.
  Charlotte, NC
  Charlotte, NC
• 2002-08-08 → 2004-05-10
  Banc Of America Investment Services, Inc.
  Salisbury, NC
• 2002-05-09 → 2002-07-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salisbury, NC

Other Businesses

1) GCG WEALTH MANAGEMENT. POSITION: Agent. NATURE: Insurance sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/05/2016 ADDRESS: 9115 Harris Corners Pkwy, Suite 250, Charlotte NC 28269 DESCRIPTION: Sales of fixed insurance products. 2) TURNER INSURANCE POSITION: owner NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/28/2020 ADDRESS: 14523 Greenpoint Lane, Huntersville NC 28078, United States DESCRIPTION: supplemental, whole life, and LTC insurance 3) GCG WEALTH MANAGEMENT POSITION: Insurance Agent Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 12/31/2017 ADDRESS: 1415 Vantage Park, Suite 200, Charlotte NC 28203, United States DESCRIPTION: Service securities and insurance clients under DBA name of GCG Wealth Management and offer fixed indexed annuities, life insurance, LTC., supplemental insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-06-18
• S63 Uniform Securities Agent State Law Examination
  1980-11-06

Other Names

• Dean Turner