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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-27 |
| MS | RA | APPROVED | 2018-10-04 |
Branch Locations
124 One Madison Plaza Suite 2200, Madison, MS 39110 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Turner Fiancial Services Llc | Byram | MS | 03/2011 | Present |
| Mass Mutual Life Insurance Company | Madison | MS | 03/2018 | Present |
| Mml Investors Services | Madison | MS | 04/2018 | Present |
| Allstate Insurance Co | Ridgeland | MS | 06/2006 | 01/2018 |
Name: Turner Financial Services, LLC Inv rel: Y Add: Residential address Nature: Structured Settlement Fixed Annuity Referrals Position: Owner/Agent Start date: 01/01/2022 No Hrs/Mo: 10 No/Hrs Mo dur trading: 10 Describe Duties: Sales Development (2) Name: Mendenhall Bible Church Inv Rel: Y Add: 712 Circle Street Mendenhall MS 39114 Nature: Church Position: Elder Start Date: 4/27/2021 No Hrs/Mo: 20 No Hs/Mo Dur Trading: 0 Duties: Preaching, Teaching and financial oversight (3) Name: Turner Financial Services LLC Inv Rel: Y, Add: Residential Nature: Outside insurance sales Position: Insurance broker Start Date:01/06/2010 No. Hr/Mo:10 No. Hr/Mo During Sec Trading:3 Duties: Life, DI, LTC, Fixed Annuities(4) Name: Turner Financial Services LLC Inv Rel: Y Add: Residential Nature/Duties: Owner of LLC for pass through compensation Position: Owner, Start Date: 01/06/2010 No. Hr/Mo: 1 No. Hr/Mo During Sec Trading: 0 (5) Name: Turner Financial Services, LLC Inv Rel: Y Add: Residential Nature: Non securities related literacy education Position: President Start Date: 07/01/2026 No. Hr/Mo: 10 No. Hr/Mo During Sec Trading: 5 Duties: Teaching basic concepts in consumer finance i.e. budgeting, credit management, banking instruments (checking and savings accounts), debt management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-16 |
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