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Joseph Luis Turnes

Statetrust Capital, LLC

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About Joseph Luis Turnes

Joseph Luis Turnes is a registered investment advisor representative with Statetrust Capital, LLC, located in Boca Raton, FL. Joseph Luis Turnes has been in the industry since January 1990. Joseph Luis Turnes has passed the Series 3, Series 7, Series 63 and Series 65 exams. Joseph Luis Turnes provides financial planning, portfolio management for individuals and businesses, and selection of other advisers. Joseph Luis Turnes is also registered with Salomon Smith Barney Inc. and Lehman Brothers Inc.

Firm Information

Joseph Turnes is currently registered with Statetrust Capital, LLC. Statetrust Capital, LLC is an investment advisor headquartered in Boca Raton, Florida, with a focus on financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm manages approximately $100.6 million in assets for 306 clients, including individuals, insurance companies, and individuals other than high net worth. They also offer wrap fee programs.
Statetrust Capital, LLC

1750 CLINT MOORE ROAD

BOCA RATON, FL 33487

$100.63M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Turnes’s Registration & Firm History

FL

10/25/2006 - Present

Statetrust Capital, LLC (BOCA RATON FL)

NY

07/31/1993 - 03/13/2002

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

01/30/1990 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/09/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/01/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/26/1990

Series 3 - National Commodity Futures Examination

BC

Issued 01/14/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Joseph Luis Turnes. Review regulatory record here.
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