Divisional Vice President @ (October 2017 - December 2021)
Divisional Vice President @ (July 2013 - October 2017)
Senior Manager @ (September 1997 - June 2013)
Registered Representative @ (September 1995 - August 1997)
Registered Representative @ Fortis Investments (November 1994 - June 1995)
Travis Turner Education
University of Washington
BA of Economics (Economics)
1989-1994
Travis Turner Skills
Leadership
Management
Financial Services
Securities
Series 63
Mutual Funds
Asset Allocation
Bonds
Investments
Options
Retirement Planning
Trading
Wealth Management
Equities
Portfolio Management
Customer Experience
Customer Service
Series 24
FINRA
Associate Engagement
Series 7
Travis Turner Summary
Travis Turner, based in Carlsbad, CA, US, is currently a Managing Director, Regional Market Executive at Charles Schwab. Travis Turner brings experience from previous roles at TD Ameritrade, Scottrade and Edward Jones. Travis Turner holds a 1989 - 1994 BA of Economics in Economics @ University of Washington. With a robust skill set that includes Leadership, Management, Financial Services, Securities, Series 63 and more. Travis Turner has 3 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Travis Turner?
Find contact details for 700 million professionals.