JT
JT

John Turner

19 Years of Experience
Waipahu, HI
1 DisclosureSells Insurance

John Turner is a registered investment advisor at Bankers Life Advisory Services, INC., based in Waipahu, HI, with 19 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
504 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B

Fee Structure

Investment management only (planning not offered)

Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.

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Location

94-1024 Waipio Uka St, Ste 207, Waipahu, HI, 96797

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
March 2022
Final
Other Business ActivitiesSells Insurance

John is an insurance agent for Bankers Life and Casualty Company and is appointed with KFA. He sells Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health, and LTC.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
August 2024 - Present · 1 yr 9 mos
Previous Registrations
First Advisors National, LLC
August 2016 - August 2024 · 8 yrs
Horter Investment Management, LLC
October 2015 - July 2016 · 9 mos
Southeast Investments, N.c., INC.
January 2012 - April 2013 · 1 yr 3 mos
John Turner Senior Advisors, LLC
September 2007 - April 2015 · 7 yrs 7 mos
Cantella & CO., INC.
October 2003 - December 2004 · 1 yr 2 mos
State Registrations1 state
HI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
John Turner - Financial Advisor | TrueAdvisor