John T. Turner

BANKERS LIFE ADVISORY SERVICES

Waipahu, HI 96797

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CRD#: 1744458

Professional summary

John Thomas Turner is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Waipahu, Hawaii.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. John has worked at 10 firms and has passed the Series 63, Series 65, Series 66, Series 6 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Insurance Agent: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Thomas Turner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 12, 2024 - Present

BANKERS LIFE ADVISORY SERVICES, INC.

Office #1: 94-1024 Waipio Uka St, Ste 207, Waipahu, HI 96797

RIA

CRD#: 281285

Waipahu, HI

Past

August 17, 2016 - August 14, 2024

FIRST ADVISORS NATIONAL, LLC

RIA

CRD#: 166212

KANEOHE, HI

Past

October 7, 2015 - July 29, 2016

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

Kaneohe, HI

Past

March 19, 2012 - April 10, 2013

SOUTHEAST INVESTMENTS, N.C., INC.

CRD#: 43035

CHARLOTTE, NC

Past

January 24, 2012 - April 10, 2013

SOUTHEAST INVESTMENTS, N.C., INC.

RIA

CRD#: 43035

HONOLULU, HI

Past

September 4, 2007 - April 9, 2015

JOHN TURNER SENIOR ADVISORS, LLC

RIA

CRD#: 142711

KANEOHE, HI

Past

October 21, 2003 - December 31, 2004

CANTELLA & CO., INC.

RIA

CRD#: 13905

KAILUA, HI

Past

March 12, 2002 - December 31, 2004

CANTELLA & CO., INC.

CRD#: 13905

MALDEN, MA

Past

May 3, 1999 - March 27, 2002

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Past

July 23, 1998 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

November 17, 1993 - June 3, 1998

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

October 8, 1987 - August 25, 1988

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

CRD#: 2873

Past

October 8, 1987 - August 25, 1988

MONY SECURITIES CORPORATION

CRD#: 4386

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BANKERS LIFE ADVISORY SERVICES, INC.

BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285 / SEC#: 801-106953

RIA

Registered Investment Advisory firm - (11/18/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Hawaii
(8/12/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/28/2012

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/28/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/30/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6

Date: 3/17/2012

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 10/3/2002

General Securities Representative Examination

Current Firm

BANKERS LIFE ADVISORY SERVICES, INC.

BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285 / SEC#: 801-106953

RIA

Registered Investment Advisory firm - (11/18/2015 Approved)

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Contact information

Main Address

303 E. Wacker Drive 5th Fl, Chicago, IL 60601

Mailing Address

Phone number

(844) 553-9083

Established

Firm type

Fiscal year end

# of Employees

384

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLAS WRAP BROCHURE 03012025 (2/28/2025)

BLAS-ADV-PART2A 03012025 (2/28/2025)

Regulatory assets under management

Total Number of Accounts	14,938
AUM (Assets Under Management)	$ 1,943,847,697

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

John T. Turner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Thomas Turner's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST ADVISORS NATIONAL, LLC

HORTER INVESTMENT MANAGEMENT, LLC

SOUTHEAST INVESTMENTS, N.C., INC.

SOUTHEAST INVESTMENTS, N.C., INC.

JOHN TURNER SENIOR ADVISORS, LLC

CANTELLA & CO., INC.

CANTELLA & CO., INC.

PARK AVENUE SECURITIES LLC

GUARDIAN INVESTOR SERVICES LLC

MONY SECURITIES CORPORATION

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

MONY SECURITIES CORPORATION

Primary Firm SEC Registration

BANKERS LIFE ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/28/2012

Series 65

Date: 8/28/2007

Series 66

Date: 9/30/2003

Series 6

Date: 3/17/2012

Series 7

Date: 10/3/2002

Current Firm

BANKERS LIFE ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BANKERS LIFE ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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