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David Allen Turner

Investment Adviser Representative at Bison Investment Advisors, LLC

The Woodlands, TXCRD #4579017Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David Allen Turner is an investment adviser representative with Bison Investment Advisors, LLC in The Woodlands, TX, where they have been registered since 2019. They have worked in the securities industry since 2003 and have been registered with 9 firms, including Kestra Advisory Services, LLC and NFP Advisor Services, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.

Office

10055 Grogans Mill, Suite 120
The Woodlands, TX 77380

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/27/2004
Series 63
Uniform Securities Agent State Law Examination
Passed 11/18/2002
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 5/7/2004
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/20/2002

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Bison Investment Advisors, LLCCurrent
8/1/2019 – The Woodlands, TX
Kestra Advisory Services, LLC
4/20/2016 – 8/2/2019Houston, TX
NFP Advisor Services, LLC
4/24/2014 – 9/22/2016Houston, TX
Robert W. Baird & Co. Incorporated
5/23/2011 – 3/13/2014Houston, TX
Ameriprise Financial Services, Inc.
10/5/2009 – 5/25/2011Houston, TX
Ameriprise Advisor Services, Inc.
5/21/2009 – 10/5/2009Friendswood, TX
UBS Financial Services Inc.
2/24/2006 – 6/4/2009Houston, TX
Citigroup Global Markets Inc.
2/21/2006 – 3/23/2006New York, NY
LEGG Mason WOOD Walker Inc
5/28/2004 – 2/21/2006Houston, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Arthur J. Gallagher & Co.
    Mar 2014 – Jul 2019Houston, TX
  2. Kestra Financial Services, Inc.
    Apr 2016 – Jul 2019Austin, TX
  3. Bison Investment Advisors, LLC
    Aug 2019 – no end date reportedThe Woodlands, TX

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Bison Investment Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Investment advisory services including customized financial planning, portfolio construction focused on cash flow investments, and guidance through turbulent markets to help clients achieve their financial goals.

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers
Firm areas of expertise
Cash Flow InvestingNon-traded AssetsLiquidity ManagementFinancial PlanningPortfolio ConstructionInvestment Advisory

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3
Offices listed on AdvisorFinder:
1
Main office:
The Woodlands, TX
SEC file number:
801-133931

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 4, 2026

View full firm profile

Other advisors at Bison Investment Advisors, LLC

2 other advisors in the directory

View Bison Investment Advisors, LLC firm profile

Similar advisors in The Woodlands, TX

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Allen Turner has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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