DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)12 years in industry

Colton Joseph Turner

Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Fort Collins, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:13af68cf-221c-ecb3-ce52-b65dd071d8ad

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Mar 1, 2019 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Feb 25, 2019
First registration: Mar 1, 2019
Dual registered: yes, broker-dealer
Other names: COLTON TURNER|Cole Turner
IAPD individual key: 6975645

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jan 31, 2025	n/a	yes	Fort Collins, CO	Current employment
MERCER GLOBAL ADVISORS INC.	Independent wealth	Nov 1, 2024	Jan 31, 2025	no	Fort Collins, CO\|DENVER, CO	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Mar 8, 2021	Nov 8, 2024	no	Fort Collins, CO	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Jan 27, 2020	Feb 5, 2021	no	Broomfield, CO\|SAN DIEGO, CA\|CHEYENNE, WY	Previous registration
PURPOSEFUL FINANCIAL AND LEGACY PLANNING	Independent wealth	Jul 23, 2019	Feb 13, 2020	no	FORT COLLINS, CO	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Mar 1, 2019	Jun 28, 2019	no	GREENWOOD VILLAGE, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERCER GLOBAL ADVISORS INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jan 31, 2025	Jan 31, 2025	0	Firm change	RIA to ibd
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	MERCER GLOBAL ADVISORS INC.	Nov 8, 2024	Nov 1, 2024	-7	Firm change	Ibd to RIA
CUSO FINANCIAL SERVICES, L.P.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Feb 5, 2021	Mar 8, 2021	31	Firm change	Ibd to ibd
PURPOSEFUL FINANCIAL AND LEGACY PLANNING	CUSO FINANCIAL SERVICES, L.P.	Feb 13, 2020	Jan 27, 2020	-17	Firm change	RIA to ibd
EQUITABLE ADVISORS, LLC	PURPOSEFUL FINANCIAL AND LEGACY PLANNING	Jun 28, 2019	Jul 23, 2019	25	Firm change	Ibd to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149018:147363:CO:2024-11-07	Nov 8, 2024	Nov 1, 2024	FORT COLLINS, CO	Firm change

Relationships

Registered with (5)

→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Mar 8, 2021 to Nov 8, 2024factForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Nov 1, 2024 to Jan 31, 2025factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Jan 27, 2020 to Feb 5, 2021factForm ADV
→ PURPOSEFUL FINANCIAL AND LEGACY PLANNINGRegistered adviserregistration: previous registration
Jul 23, 2019 to Feb 13, 2020factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 1, 2019 to Jun 28, 2019factForm ADV

Dated events

Occurred
Jan 31, 2025
Advisor changed firm
Colton Joseph Turner left Mercer Global Advisors Inc. for Raymond James Financial Services Advisors, Inc (registered 2025-01-31)
Form ADVobserved 5 days ago
Occurred
Nov 8, 2024
Advisor changed firm
Colton Joseph Turner left Raymond James Financial Services Advisors, Inc for Mercer Global Advisors Inc. (registered 2024-11-01)
Form ADVobserved 5 days ago