Joshua Holden Turley

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → Present
  Wells Fargo Advisors Financial Network, Llc
  Irvine, CA

Previous Registrations

• 2007-05-29 → 2014-10-17
  Citigroup Global Markets Inc.
  Irvine, CA
  San Jose, CA
  Fountain Valley, CA
  Irvine, CA
  Anaheim, CA
  San Antonio, TX
  Fountain Valley, CA
  Yorba Linda, CA
  Placentia, CA
  Irvine, CA
  San Francisco, CA
  Anaheim, CA
  Irvine, CA
  Anaheim, CA
• 2003-06-16 → 2007-05-29
  Citicorp Investment Services
  Anaheim, CA
  Anaheim, CA
• 2002-11-20 → 2003-06-09
  Morgan Stanley Dw Inc.
  Santa Ana, CA

Other Businesses

GAMEPLAN CAPITAL LLC; INV RELATED; DANA POINT, CA; 50% OWNERSHIP; START DATE 6/24/2024; 1 HOUR PER MONTH; 0 DURING TRADING; FINET PRACTICE. HOMERUN HOLDINGS, LLC; INV RELATED;DANA POINT,CA; BUSINESS EXPENSES;100% OWNERSHIP; START DATE: 08/01/2024; 1 HRS PER MONTH; 0 HRS DURING TRADING; JOSHUA H. TURLEY, LLC; INV RELATED;DANA POINT,CA; PERSONAL LOSS CAPTURE LLC ;100% OWNERSHIP; START DATE: 12/31/2024; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2002-07-29

Designations

• Certified Financial Planner

Other Names

• Joshua Turley