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Credentials
Series 66
Experience Industry experience
26 years
Location
Bamberg, SC 29003
LPL Financial
Institution
Geoffrey Turner is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Truist Advisory Services and BB&T Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its advisors with technology tools but without automated investment decision-making.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Glendale, SC
2770 Main Hwy
Glendale SC 29003
Advisors at this office
1
Georgia · South Carolina
26 years of industry experience
LPL Financial
2024 - Present • 2 years
Savannah, GA
South Shore Bank
2024 - Present • 2 years
Savannah, GA
Truist Advisory Services
2021 - 2024 • 3 years
Atlanta, GA
Truist Investment Services, INC.
2021 - 2024 • 3 years
Savannah, GA
BB&T Securities, LLC
2018 - 2021 • 3 years
Savannah, GA
Bb&T Securities, Llc
2018 - 2018 • 1 year
Saint Simons Island, GA
BB&T Investments
2006 - 2018 • 12 years
Charlotte, NC
LPL Financial
2006 - 2006 • 1 year
SC
Truist Investment Services, INC.
2005 - 2006 • 1 year
Savannah, GA
NCF Financial Services, Inc.
2003 - 2004 • 1 year
Savannah, GA
First Citizens Investor Services, Inc.
2002 - 2003 • 1 year
Durham, NC
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A formal proceeding by a regulator, such as the SEC, FINRA or a state securities agency, over investment-related rules.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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