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Aaron Michael Turner

Advisor at LPL Financial — Lincoln University, PA

Updated today

Credentials

Series 63, Series 65

Experience

28 years

Location

Lincoln University, PA

LPL Financial logo

LPL Financial

Institution

Total advisors

22,716

Across 10,452 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Aaron Turner is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Hornor, Townsend & Kent, Inc. and Penn Mutual for 18 years each. Outside of his advisory role, he is also active as a non-variable insurance agent with Rockwell Insurance Agency and 1847 Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary management along with research from multiple sources to support diversified investment strategies.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Lincoln University, PA

Lincoln University PA

Advisors at this office

1

Most active in

Pennsylvania · Texas

Work history

28 years of industry experience

LPL Financial

2022 - Present • 4 years

Lincoln University, PA

Hornor, Townsend & Kent, Inc.

2004 - 2022 • 18 years

Horsham, PA

Penn Mutual

2004 - 2022 • 18 years

Horsham, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul K

CFP®, ChFC®, Series 63, Series 65

East Fallowfield, PA

Altruistic Advisor LLC

Paul Kobilka is a CFP® and ChFC® with 11 years of experience in financial advising. He is the principal of Altruistic Advisor LLC, an independent firm he joined in 2024 after five years at Brookstone Wealth Advisors and prior roles at Mercer Global Advisors. Outside of his advisory work, he manages a rental property business. Altruistic Advisor LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on diversified, low-cost portfolios managed with a long-term orientation, and it is notable for offering retirement plan advisory and pension consulting services.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
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Michael K

CFA®, Series 63, Series 65

Landenberg, PA

WHTG Wealth Management, LLC

Michael Kwiatkowski is a CFA charterholder and financial advisor with two years of industry experience. He is the principal of WHTG Wealth Management, LLC, an independent firm he founded in 2025. Prior to establishing WHTG, he worked for eight years at The Board of Pensions - PC USA. In addition to his advisory role, he is a licensed insurance professional who dedicates a portion of his time to insurance sales. WHTG Wealth Management provides discretionary investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a long-term investment approach that includes fundamental and cyclical analysis to build diversified portfolios of low-cost mutual funds, ETFs, individual bonds, and occasionally closed-end funds and cryptocurrency ETFs.

Private / alternative investments Tax-loss harvesting Wealth management
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Kevin C

CFP®, ChFC®, Series 63, Series 65

Coatesville, PA

Buckler Wealth Management, LLC

Kevin Cornish is a CFP® and ChFC® with three years of experience in the financial industry. He is the principal advisor at Buckler Wealth Management, LLC, where he has worked since 2025. Prior to this, he managed Cornish Family Office Investments and Tax for over two decades. Buckler Wealth Management, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with investment management and comprehensive financial planning. The firm combines passive and active strategies based on modern portfolio theory and offers educational seminars, newsletters, and discretionary trading tailored to client needs, including socially conscious investment options.

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting General estate planning guidance
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Alexander E

Series 66

Coatesville, PA

Ace Wealth Management, llc

Alexander Eschborn is the sole advisor at Ace Wealth Management, LLC, an independent firm based in Coatesville, PA. He holds a Series 66 designation and has 18 years of industry experience. Since 2007, he has managed client portfolios at Ace Wealth Management and also holds a Pennsylvania insurance producer license, providing insurance services as part of his client offerings. Ace Wealth Management serves individuals, high-net-worth clients, and pension or profit-sharing plan clients with ongoing portfolio management and financial planning. The firm’s investment approach combines client-specific Investment Policy Statements with fundamental and technical analysis, using third-party research and employing both discretionary authority and a range of trading strategies.

Options & derivatives strategies
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Bryan S

Series 65

Coatesville, PA

Stirling Investment Management

Bryan Stirling is the sole advisor at Stirling Investment Management, holding a Series 65 credential with less than one year of experience in financial advising. His prior work history includes positions at Nimbl Digital and Amerihealth Caritas. Bryan operates an independent advisory firm based in Coatesville, Pennsylvania. Stirling Investment Management provides fee-based, customized investment advisory services to a variety of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs a tactical asset-allocation strategy combined with fundamental analysis, offering non-discretionary portfolio management where clients approve all trade recommendations.

Active portfolio management Options & derivatives strategies Private / alternative investments
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John G

Series 65

Hockessin, DE

Kendall James Advisors

John Gulli is a financial advisor at Kendall James Advisors with nine years of industry experience. He holds a Series 65 designation and has worked at John Paul Gulli since 2006. Kendall James Advisors provides discretionary portfolio management focused on equity-oriented portfolios for qualified clients. The firm employs a value-oriented investment approach based on fundamental analysis and manages accounts on a discretionary basis, offering ongoing supervision, rebalancing, and performance reporting.

Active portfolio management
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