Investment adviser representative · United Capital Financial Advisors
Trudy Turner
CRD 4341569 · Frisco, TX
At a glance
Trudy Turner is an investment adviser representative with United Capital Financial Advisors in Frisco, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Trudy’s SEC record dates to 2003, about 23 years ago. Designations on file: Certified Financial Planner, Personal Financial Specialist.
Current advisory firm
- United Capital Financial AdvisorsSince September 2015Frisco, TX · $25B in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- Certified Financial Planner, Personal Financial Specialist
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Trudy’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.