Joshua Roe Turner

St. Bernard Financial Services, INC.

20 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

St. Bernard Financial Services, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

43 advisors

Number of Clients

841 clients

Average Client Portfolio

$155K average

Assets Under Management

$130.5M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

1609 West Main St., Russellville, AR, 72801

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Joshua is an investment advisor at Turner Financial since 2019. He is also an agent at VIP Insurance, but dedicates no time during trading hours.

Employment History

Current Registrations

St. Bernard Financial Services, INC.

January 2014 - Present · 12 yrs 1 mo

St. Bernard Financial Services, INC.Broker

January 2014 - Present · 12 yrs 1 mo

Previous Registrations

Arvest Asset Management

April 2004 - January 2012 · 7 yrs 9 mos

Arvest Asset ManagementBroker

February 2003 - January 2012 · 8 yrs 11 mos

State Registrations10 states

ARCAGAMDMOMSNYOHOKTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.