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Austin Turner

Austin Turner

Client Service Representative

Followers of Austin Turner401 followers
location of Austin TurnerKansas City, Missouri, United States

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  • Timeline

  • About me

    Financial Consultant at Fidelity Investments

  • Education

    • University of Georgia

      2017 - 2019
      Master of Science Financial Planning

      Activities and Societies: Student Veterans of America

    • The University of Kansas

      2001 - 2004
      Bachelor of Business Administration (B.B.A.) Finance, General

  • Experience

    • American Century Investments

      Jan 2005 - Jan 2008
      Client Service Representative

    • US Army

      Jan 2008 - Jun 2016
      Civil Affairs Specialist

    • Ivy Investments

      Sept 2008 - Jan 2020
      Senior Internal Wholesaler

      Utilizing the progressive products represented by Ivy Investments, Ipartner with financial advisors to meet the investment planning needs of their clients. Specifically, I support the growth of advisors’ business by:• providing product and market insight and ideas to enhance successful advisors' practices;• building and sustaining long-lasting relationships in my territory through consistent and dedicated communication;• offering value-added programs and presentations to help educate or update advisors and clients. Show less

    • Waddell & Reed

      Jan 2020 - May 2021
      Senior Financial Planning Consultant

    • LPL Financial

      May 2021 - Jun 2022
      Financial Planning Plan Manager

    • Fidelity Investments

      Jun 2022 - now
      Financial Consultant

  • Licenses & Certifications

    • CFP

      CFP Board
      Dec 2019