DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Frederick Perry Turner
Certified Financial Planner
Feed of 09/15/2026
Also filed as Fred P Turner
At current firm
1 y
since Jun 10, 2025
In the industry
22 y
since Oct 20, 2003 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Capital Investment Advisory Services, LLC BD affiliated currentsince Jun 10, 2025 · Raleigh, Nc
- LPL Financial LLC BD affiliatedNov 17, 2023 to Jun 23, 2025 · Greensboro, Nc
- Fifth Third Securities, Inc. BD affiliatedOct 13, 2016 to Dec 3, 2021 · Charlotte, Nc
- First Citizens Investor Services, Inc. BD affiliatedOct 11, 2007 to Aug 9, 2016 · Greensboro, Nc
- Bb&T Investment Services, Inc. formerMar 17, 2004 to Sep 26, 2007 · Charlotte, Nc
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Capital Investment Advisory Services, LLCleft Jun 23, 2025, registered Jun 10, 2025 (-13 days) · Affiliated broker-dealer or bank to another
- Fifth Third Securities, Inc. to LPL Financial LLCleft Dec 3, 2021, registered Nov 17, 2023 (714 days) · Affiliated broker-dealer or bank to another
- First Citizens Investor Services, Inc. to Fifth Third Securities, Inc.left Aug 9, 2016, registered Oct 13, 2016 (65 days) · Other
- Bb&T Investment Services, Inc. to First Citizens Investor Services, Inc.left Sep 26, 2007, registered Oct 11, 2007 (15 days) · Other
Signals
- Frederick Perry Turner left Lpl Financial Llc for Capital Investment Advisory Services, Llc (registered 2025-06-10)Jun 23, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address