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Managing Director, Senior Financial Advisor · Bison Investment Advisors, LLC

David A. Turner

CRD 4579017 · Named on Form ADV at one SEC-registered adviser

At a glance

Bison Investment Advisors, LLC, an SEC-registered wealth manager based in The Woodlands, TX with $158 million in regulatory assets, lists David A. Turner on its Form ADV as Managing Director, Senior Financial Advisor, a control person.

Firms and roles

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Dwayne M. TidwellPresident and Chief Investment Officer, Bison Investment Advisors, LLC
  • Tara A. RomanRelationship Manager and Chief Compliance Officer, Bison Investment Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.