Ann Turner, financial advisor Gray TN

Ann Turner

CRD Number: 7350870
Current Firm: Valic Financial Advisors, Inc.

Ann Turner (CRD# 7350870) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Gray, TN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Agia Houston, TX Feb 2023 - Current 1
Valic Financial Advisors, Inc. Brentwood, TN Jul 2022 - Current 2
W&s Brokerage Services Cincinnati, OH Nov 2021 - May 2022 < 1
Western & Southern Life Kingsport, TN Nov 2021 - May 2022 < 1
Pfs Investments Inc. Chattanooga, TN Mar 2021 - Oct 2021 < 1
Primerica Financial Services Chattanooga, TN Dec 2020 - Aug 2021 < 1
Symmetry Swannanoa, NC Jun 2020 - Nov 2020 < 1
Homemaker Johnson City, TN Mar 2020 - May 2020 < 1
Sykes Vansant, VA Oct 2018 - Feb 2020 1
Providence Academy Johnson City, TN Mar 2011 - Sep 2018 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2021
S66 NASAA Uniform Combined State Law Examination Feb 2023
Contact Info for Ann M. Turner
Phone Number: 866-544-4968
Registered State(s):
  • TN
  • VA
By the Numbers
  • Total Assets Under Management
    25,247
    MILLIONS
  • Total Number of Accounts
    302,501
    ACCOUNTS
  • Average Account Value
    $83,463
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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