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Advisors / North Carolina / Charlotte
46yrs

Samuel Dean Turner

Financial advisor at Osaic Wealth

Charlotte, NC 28203Top 1% experience in CharlotteFiduciary advisorFee-only firm
Call the officeDirections

At a glance

Experience46 years (since 1980)
How that compares ?Top 1% for experience in Charlotte
Office1415 Vantage Park Drive Suite 250, Charlotte, NC 28203
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state

Services through Osaic Wealth

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. 2024 – now
    Osaic Wealth, Inc.Current firm
  2. 2019 – 2024
    Woodbury Financial Services, Inc.Previously
  3. 2016 – 2019
    Questar Asset Management, Inc.Previously
  4. 2010 – 2016
    Capital Guardian Wealth Management, LLCPreviously
  5. 2006 – 2010
    Anderson & Strudwick, IncorporatedPreviously
  6. 2004 – 2006
    Citigroup Global Markets Inc.Previously
  7. Aug 2002 – May 2004
    Banc of America Investment Services, Inc.Previously
  8. May 2002 – Jul 2002
    Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously

Questions to ask Samuel

Tailored to Samuel’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

About Samuel

How do I contact Samuel?

Call Osaic Wealth at 800-821-5100 and ask for Samuel Dean Turner. Samuel works from the Charlotte, NC office.

How long has Samuel been a financial advisor?

Samuel has been in the industry since 1980, about 46 years. Top 1% for experience in Charlotte.

What licenses does Samuel hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Samuel a fiduciary?

Samuel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Samuel paid?

Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Samuel for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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