Joseph Turner, financial advisor Fresno CA

Joseph Turner

CRD Number: 2077052
Current Firm: Ministry Partners Securities, LLC

Joseph Turner (CRD# 2077052) is an Investment Advisor Representative working at Ministry Partners Securities, LLC in Fresno, CA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Ministry Partners Investment Co Brea, CA Dec 2015 - Current 6
Ministry Partners Securities, LLC Brea, CA Feb 2013 - Current 9
Ministry Partners Investment Co Brea, CA Aug 2011 - Dec 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1990
S65 NASAA Investment Advisors Law Examination Apr 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joseph W. Turner
Phone Number: 714-671-5720
Registered State(s):
  • CA
  • IL
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    39
    MILLIONS
  • Total Number of Accounts
    269
    ACCOUNTS
  • Average Account Value
    $145,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, IL, OR, TX

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