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Joseph Wayne Turner

Ministry Partners Securities, LLC

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About Joseph Wayne Turner

Joseph Wayne Turner is a registered investment advisor representative with Ministry Partners Securities, LLC, with offices in Brea, CA. Joseph has been in the industry since 1994 and has held previous positions with Strongtower Financial, Inc., Princor Financial Services Corporation, Pruco Securities Corporation, and The Prudential Insurance Company of America. Joseph has passed a variety of securities exams including the Series 6, 7, 24, 51, 63, and 65 exams. Joseph is registered to provide investment advice in Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Minnesota, Missouri, Nevada, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, and Washington.

Firm Information

Joseph Turner is currently registered with Ministry Partners Securities, LLC. Ministry Partners Securities, LLC is a Limited Liability Company formed in April 2010. The firm is registered with the SEC and is also registered in 26 states. They specialize in providing financial planning, referral to third-party money managers, and selection of other advisors. The firm manages approximately $17.9 million in assets for 169 clients, including individuals, charitable organizations, corporations, and high-net-worth individuals. They have a team of 4 licensed agents, investment advisor representatives, registered representatives, and investment advisory functions.

$17.94M

Assets Under Management

Not reported

Total Clients

8

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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referral to third-party money managers

Referral to third-party money managers

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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other

Referral fees

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Joseph Turner’s Registration & Firm History

CA

05/15/2015 - Present

Ministry Partners Securities, LLC (BREA CA)

CA

02/27/2007 - 06/23/2011

STRONGTOWER FINANCIAL, INC. (FRESNO CA)

IA

11/24/1997 - 10/19/2005

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

NJ

09/14/1990 - 06/25/1997

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

09/14/1990 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 04/11/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/10/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/13/2005

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 02/10/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/1999

Series 7 - General Securities Representative Examination

BC

Issued 09/11/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joseph Wayne Turner. Review regulatory record here.
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