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Gary Bernard

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CRD#: 2387076
GB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gary Bernard was a registered financial advisor .

Gary is a previously registered financial advisor and started their career in finance in 1993. Gary had worked at 13 firms and has passed the Series 63, Series 55, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

April 8, 2010 - May 6, 2013

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
LEXINGTON, SC
Past

February 18, 2010 - March 29, 2010

GUNNALLEN FINANCIAL, INC

RIA
CRD#: 17609
LEXINGTON, SC
Past

February 10, 2010 - March 29, 2010

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
LEXINGTON, SC
Past

July 11, 2008 - December 19, 2009

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
CINCINNATI, OH
Past

July 3, 2008 - December 19, 2009

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

August 30, 2006 - July 23, 2008

REGAL ADVISORY SERVICES, INC.

RIA
CRD#: 123842
CINCINNATI, OH
Past

August 10, 2005 - July 23, 2008

REGAL SECURITIES, INC.

BD
CRD#: 7297
GLENVIEW, IL
Past

April 8, 2003 - August 11, 2004

LANDMARK INVESTMENT GROUP, INC

BD
CRD#: 44602
SECAUCUS, NJ
Past

March 13, 2002 - April 4, 2003

ESSEX & YORK, INC.

BD
CRD#: 118495
NEW YORK, NY
Past

March 29, 1999 - April 8, 2002

WESTMOORE SECURITIES, INC.

BD
CRD#: 44948
ANAHIEM, CA
Past

February 3, 1998 - February 16, 1999

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
PHOENIX, AZ
Past

January 3, 1997 - December 16, 1997

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

September 8, 1993 - March 3, 1994

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

September 8, 1993 - March 3, 1994

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/2/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 9/5/2002
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


JT
J.P. TURNER & COMPANY, L.L.C.
J.P. TURNER & COMPANY | J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177 / SEC#: , 8-50156

BD
Terminated by SEC on 04/04/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Georgia since 04/11/1997
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BRAVES AQUISITION LLCMEMBER
SHELSON, MARK PAULCORPORATE TREASURER1819252
WOLL, EDWARD BARNETTCHIEF COMPLIANCE OFFICER1096606

Disclosures


Regulatory Event30
Arbitration12

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.

Company Information


J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

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