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Michael Francis Turner

BAYSHORE PARTNERS
FORT LAUDERDALE, FL
·CRD# 2777639·30 years experience

Professional Summary

Michael Francis Turner is a registered financial advisor currently at BAYSHORE PARTNERS, LLC located in Fort Lauderdale, Florida. Michael is registered as a RR (Registered Representative) and started their career in finance in 1996. Michael has worked at 5 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 14, Series 27 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

30 years in the financial services industry

Current & Past Employments

BAYSHORE PARTNERS, LLC·CRD# 131546
BD
550 S. Andrews Avenue Suite 330, Fort Lauderdale, FL 33301
October 25, 2004 - Present
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
St. Louis, MO
October 1, 1999 - April 12, 2001
FIRST UNION CAPITAL MARKETS CORP.·CRD# 6124
BD
Charlotte, NC
February 1, 1999 - October 1, 1999
BOWLES HOLLOWELL CONNER & CO.·CRD# 17511
BD
Charlotte, NC
May 1, 1998 - February 1, 1999
FIRST UNION CAPITAL MARKETS CORP.·CRD# 6124
BD
Charlotte, NC
February 2, 1998 - May 14, 1998
FIRST UNION CAPITAL MARKETS CORP.·CRD# 19002
BD
Charlotte, NC
September 9, 1996 - February 2, 1998

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Current Firm

BP
BAYSHORE PARTNERS, LLC

BAYSHORE PARTNERS, LLC

CRD#: 131546 / SEC#: 8-66480
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

550 S. Andrews Avenue Suite 330, Fort Lauderdale, FL 33301

Mailing Address

550 S. Andrews Avenue Suite 330, Fort Lauderdale, FL 33301

Phone Number

(954) 358-3800

Established

Florida since 02/19/2004

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (37 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
BAYSHORE PARTNERS HOLDINGS, LLCSOLE MEMBER—
FARLIE, CRAIG LEITZOWMANAGING MEMBER/REGISTERED PRINCIPAL2016594
SMITH, RYANCHIEF COMPLIANCE OFFICER4596415
TURNER, MICHAEL FRANCISMANAGING MEMBER/FINOP/DESIGNATED PRINCIPAL2777639

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(9/6/2006)
RR
Arizona
(11/15/2005)
RR
Arkansas
(11/6/2007)
RR
California
(10/4/2005)
RR
Colorado
(9/27/2007)
RR
Connecticut
(11/10/2005)
RR
Delaware
(12/10/2020)
RR
District of Columbia
(10/14/2005)
RR
Florida
(10/27/2004)
RR
Georgia
(10/11/2005)
RR
Illinois
(10/14/2005)
RR
Indiana
(11/14/2007)
RR
Iowa
(11/7/2007)
RR
Kentucky
(10/1/2007)
RR
Louisiana
(10/14/2009)
RR
Maryland
(10/6/2005)
RR
Massachusetts
(10/7/2005)
RR
Michigan
(9/21/2007)
RR
Minnesota
(9/21/2007)
RR
Missouri
(9/25/2007)
RR
Nevada
(12/20/2007)
RR
New Jersey
(10/25/2005)
RR
New York
(11/9/2005)
RR
North Carolina
(10/5/2005)
RR
Ohio
(10/19/2005)
RR
Oklahoma
(6/21/2012)
RR
Oregon
(10/1/2007)
RR
Pennsylvania
(8/24/2006)
RR
Rhode Island
(10/1/2007)
RR
South Carolina
(10/18/2005)
RR
Tennessee
(9/25/2006)
RR
Texas
(10/19/2005)
RR
Utah
(9/21/2007)
RR
Vermont
(8/23/2006)
RR
Virginia
(8/15/2006)
RR
Wisconsin
(10/8/2007)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2004About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 1996About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 27 — Financial and Operations Principal Examination

Passed Aug 2004About the Series 27 exam

Series 24 — General Securities Principal Examination

Passed Jun 2004About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Michael Francis Turner's CRS (Customer Relationship Summary).

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