Joseph Wayne Turner

31 Years of Experience

1 DisclosureBroker

Areas of Practice

Retirement PlanningInsurance PlanningEducation PlanningFinancial Planning & CoachingEstate PlanningCharitable GivingInvestment Management

Ministry Partners Securities, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

115 clients

Average Client Portfolio

$132K average

Assets Under Management

$15.2M

Fee Structure

Minimum Investment:$25K

Location

One Pointe Dr, Suite 205, Brea, CA, 92821

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History

Regulatory History (1)

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Customer Dispute

July 2021

Denied

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Other Business Activities

Joseph serves on the board of directors for Christian Care Ministry and the Health Care Sharing Ministries Alliance board. These non-investment related activities involve business operations, strategic planning, and risk management, taking a few hours per week.