David Turner has been Managing Director, Senior Financial Advisor of Bison Investment Advisors since August 2019, is a control person of the firm and directly owns under 5% of it. David Turner studied at the University of Houston.
Bison Investment Advisors, LLC is a The Woodlands, TX firm with $158M under management, 165 clients and 2 advisers across 2 offices, as of its March 2026 filing.
David Turner is Director of Financial Planning of Bison Investment Advisors, based in The Woodlands, TX. He has been an investment advisor for the last 17 years and brings over a decade of financial planning experience. In this role he will advance the firm's attention to financial planning.
David Turner’s longest registration is the current one, 7 years at Bison Investment Advisors since 2019. Before joining Bison Investment Advisors in 2019, David Turner was registered through Kestra Advisory Services, LLC and NFP Advisor Services, LLC.
- – present · 7 yearsThe Woodlands, TX · Adviser representative · Firm CRD 149775
- Kestra Advisory Services, LLC– · 3 yearsHouston, TX · Adviser representative · Firm CRD 283330
- NFP Advisor Services, LLC– · 2 yearsHouston, TX · Adviser representative · Firm CRD 42046
- Robert W. Baird & Co. Incorporated– · 2 yearsHouston, TX · Adviser representative · Firm CRD 8158
- Ameriprise Financial Services, Inc.– · 1 yearHouston, TX · Adviser representative · Firm CRD 6363
- Ameriprise Advisor Services, Inc.– · under a yearFriendswood, TX · Adviser representative · Firm CRD 5979
- UBS Financial Services Inc.– · 3 yearsHouston, TX · Adviser representative · Firm CRD 8174
- Citigroup Global Markets Inc.– · under a yearNew York, NY · Adviser representative · Firm CRD 7059
- Legg Mason Wood Walker Inc– · 1 yearHouston, TX · Adviser representative · Firm CRD 6555
Professional designations
Listed by Bison Investment Advisors
- CFP
Investment adviser representative registrations
David Turner is registered as an investment adviser representative in Texas, since August 2019.
- TexasSince 1 August 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 27 May 2004 |
| Series 7 | General Securities Representative Examination | 7 May 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 20 December 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 November 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- David Allen Turner
- CRD
- 4579017
- Firm
- Bison Investment Advisors · CRD 149775
- Role
- Managing Director, Senior Financial Advisor
- Office
- 10055 GROGANS MILL, SUITE 120, The Woodlands, TX 77380
- Registration
- Investment adviser registration
- In the industry since
- February 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bisoninvestmentadvisors.com
Where does David Turner work?
David Turner has been Managing Director, Senior Financial Advisor of Bison Investment Advisors, LLC since August 2019, and is a control person of the firm.
Is David Turner a financial advisor?
Yes. David Turner has a current investment-adviser registration in Texas, through Bison Investment Advisors since August 2019.
How many years of experience does David Turner have?
David Turner has 23 years in the financial industry, since February 2003, across 9 adviser firms.
What exams has David Turner passed?
David Turner has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 65. The earliest, the Series 63, was passed in November 2002. FINRA credited David Turner with the SIE, which began in October 2018.
Where did David Turner work before Bison Investment Advisors?
Before Bison Investment Advisors, David Turner was registered through NFP Advisor Services, LLC, April 2014 to September 2016; Robert W. Baird & Co. Incorporated, May 2011 to March 2014; Ameriprise Financial Services, Inc., October 2009 to May 2011; Ameriprise Advisor Services, Inc., May 2009 to October 2009; UBS Financial Services Inc., February 2006 to June 2009; Citigroup Global Markets Inc., February 2006 to March 2006; Legg Mason Wood Walker Inc, May 2004 to February 2006.
Where is David Turner based?
David Turner’s registered office is in The Woodlands, TX.
Is David Turner registered with FINRA?
No. David Turner has no current broker registration.
Is David Turner a CFP?
Bison Investment Advisors lists David Turner with the CFP credential (“CFP”) on its website. CFP Board confirms certification status.
Source: David Turner, CFP® biography, bisoninvestmentadvisors.com
How can I verify David Turner’s record?
Search CRD 4579017 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Turner’s full registration record.
