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MT

Michael F. Turner

BAYSHORE PARTNERS
Fort Lauderdale, FL 33301
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CRD#: 2777639
MT

Professional summary


Michael Francis Turner is a registered financial professional 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.

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) - BD


Click below to view Michael Francis Turner's 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

October 25, 2004 - Present

BAYSHORE PARTNERS, LLC

Office #1: 550 S. Andrews Avenue Suite 330, Fort Lauderdale, FL 33301
BD
CRD#: 131546
Fort Lauderdale, FL
Past

October 1, 1999 - April 12, 2001

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

February 1, 1999 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

May 1, 1998 - February 1, 1999

BOWLES HOLLOWELL CONNER & CO.

BD
CRD#: 17511
CHARLOTTE, NC
Past

February 2, 1998 - May 14, 1998

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

September 9, 1996 - February 2, 1998

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 19002
CHARLOTTE, NC

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

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


State Security Law Exam
RR
Series 63
Date: 12/2/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


BP
BAYSHORE PARTNERS, LLC
BAYSHORE PARTNERS, LLC

CRD#: 131546 / SEC#: , 8-66480

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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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
# of Employees

FINRA licenses (37 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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

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


BAYSHORE PARTNERS, LLC

CRD#: 131546Fort Lauderdale, FL 33301

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