Donald
Turner

Lpl Enterprise, LLC

CRD#1546082
Investment Advisor
in Houston, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Donald Turner is a financial advisor based in Houston, Texas, working with Lpl Enterprise, LLC. Donald has previously worked at Sii, American United Life, Oneamerica Securities, Park Avenue Securities, Guardian Life Insurance Company, Massachusetts Mutual Life Insurance Company, Cambridge Investment Research Inc, Cambridge Investment Research Advisors Inc, and Lpl Enterprise LLC. Donald has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Donald is part of Lpl Enterprise, LLC, which operates out of Houston, Texas. The firm has 1,075 offices and 4,650 employees. Lpl Enterprise, LLC manages assets totaling $18.9 billion and serves both charitable organizations and high-net-worth clients. The firm offers services such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars, and other services. The fee structure at Lpl Enterprise, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1233 West Loop South Suite 1100
Houston, TX 77027

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lpl Enterprise, LLC Brokerage Details

Total Assets Under Management

$18,862,098,900

TX Average: $646,059,043
Total Number of Employees

4,650

TX Average: 13
Total Number of Accounts

114,002

TX Average: 661
Average Account Size

$165,454

TX Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops
  • Other

Donald Turner Work History

2025 - Present (0 year)

Lpl Enterprise LLC

2021 - Present (4 years)

Cambridge Investment Research Inc

2021 - Present (4 years)

Cambridge Investment Research Advisors Inc

2019 - Present (6 years)

Guardian Life Insurance Company

2019 - 2021 (2 years)

Park Avenue Securities

2018 - 2019 (1 year)

Massachusetts Mutual Life Insurance Company

2015 - 2018 (3 years)

American United Life

2015 - 2018 (3 years)

Oneamerica Securities

2014 - 2015 (1 year)

Sii

Disclosures

Please visit the SEC profile of Donald Turner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Enterprise, LLC

Jordan Pritchard
Madison, AL
Matthew Pepe
Crofton, MD
Liping Cytrynowicz
Houston, TX
Tiffany Hackney
Rocky River, OH
Han Kyul Kim
Orange, CA
Hunter Furrow
Charlotte, NC
Bei Wan
Sherman Oaks, CA
Bruce Clithero
Saint Louis, MO

The data in this profile was pulled by SmartAsset on 6/4/2025. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started