Joshua TurnerCRD Number: 6384409
Current Firm: Franklin Street Advisors Inc.
Joshua Turner (CRD# 6384409) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 3 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Ubs||Wilmington, NC||Aug 2014 - Dec 2015||1|
|Campbell University||Buies Creek, NC||Jan 2011 - May 2014||3|
|Bb&t||Winston-salem, NC||Jun 2013 - Aug 2013||< 1|
|Bill Carone Dealerships||Wallace, NC||Jun 2010 - Aug 2012||2|
|Hampden-sydney College||Farmville, VA||Aug 2010 - Jan 2011||< 1|
|Arendell Parrott Academy||Kinston, NC||Aug 2004 - Jun 2010||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management2,032MILLIONS
Total Number of Accounts1,219ACCOUNTS
Average Account Value$1,667,326
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, GA, NC, SC, TX, VA