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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 with LPL Financial based in Bamberg, SC. He holds a Series 66 designation and has 26 years of industry experience. Prior to joining LPL Financial in 2024, he worked at South Shore Bank, Truist Advisory Services, Truist Investment Services, Inc., and BB&T entities. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Based on LPL Financial
Flat fees negotiated between IAR and client for financial planning and consulting services.
Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.
Hourly fees up to $500 per hour for financial planning and consulting services.
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.
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
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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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