Natalie R Turman

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 05/2008 → 12/2018
  Wells Fargo Bank, N.A.
  Kingwood, TX
• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Kingwood, TX
• 11/2016 → 12/2018
  Wells Fargo Clearing Services, Llc
  Kingwood, TX
• 10/2024 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 10/2024 → Present
  Cetera Investment Advisers Llc
  Houston, TX
• 02/2019 → 07/2024
  Frost Bank
  Houston, TX
• 02/2019 → 07/2024
  Frost Brokerage Services
  Houston, TX

Previous Registrations

• 2022-01-27 → 2024-07-18
  Frost Investment Services
  Kingwood, TX
  San Antonio, TX
• 2019-02-11 → 2021-12-31
  Frost Investment Services
  Houston, TX
  Kingwood, TX
• 2011-01-03 → 2018-12-11
  Wells Fargo Clearing Services, Llc
  Kingwood, TX
  Houston, TX
  The Woodlands, TX
  Minneapolis, MN
  Minneapolis, MN
  The Woodlands, TX
• 2006-11-16 → 2011-01-03
  Wells Fargo Investments, Llc
  Deer Park, TX
  Kingwood, TX

Other Businesses

1. SENIOR PRIVATE BANKER FOR HANCOCK WHITNEY, DEPOSITS, LENDING AND OTHER FINANCIAL SERVICES PRODUCTS OF HANCOCK WHITNEY

Exams

• S66 Uniform Combined State Law Examination
  2006-10-24

Other Names

• Natalie P Turman
• Natalie Raz Turman
• Natlaie R Turman