Benny M. Turner

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CRD#: 3256087

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.

Benny Miles Turner was a registered financial professional .

Benny is a previously registered financial professional and started their career in finance in 2000. Benny had worked at 7 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

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.

(1) Name of the other business: Accent Property Group, LLC Whether the business is investment-related: No Address of the other business: 4655 Woodbine Road, Pace, FL 32571 Nature of the other business: Holding company which owns all of the real estate Position, title, or relationship with the other business: President and joint owner with my wife Start date of your relationship: 11/30/2005 Approximate number of hours/month you devote to the other business: 0 Number of hours you devote to the other business during securities trading hours: 0 (2) Name of the other business: Income Advisors USA, LLC Whether the business is investment-related: Y Address of the other business: 4655 Woodbine Road, Pace, FL 32571 Nature of the other business: Fixed Insurance Agency Position, title, or relationship with the other business: Joint owner with my wife. I am now the CEO and provide training and mentoring in the sales process, help conduct public seminars and review applications and contracts for compliance purposes. Start date of your relationship: 01/25/2012 Approximate number of hours/month you devote to the other business: 8 to 10 Number of hours you devote to the other business during securities trading hours: 4 to 5

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 12, 2005 - December 6, 2023

TURNER FINANCIAL GROUP, INC.

RIA

CRD#: 134204

PACE, FL

Past

November 6, 2003 - May 18, 2005

SSN ADVISORY, INC.

RIA

CRD#: 126090

PACE, FL

Past

September 30, 2003 - May 18, 2005

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

KNOXVILLE, TN

Past

August 8, 2003 - September 29, 2003

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

PACE, FL

Past

October 7, 2002 - September 29, 2003

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

May 9, 2001 - September 27, 2002

USALLIANZ SECURITIES, INC.

CRD#: 40875

MINNEAPOLIS, MN

Past

February 1, 2001 - May 1, 2001

INVESTORS CAPITAL CORP.

CRD#: 30613

LYNNFIELD, MA

Past

September 13, 2000 - February 10, 2001

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

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".

TURNER FINANCIAL GROUP, INC.

ANDALUS CAPITAL, LLC. | TURNER FINANCIAL GROUP, INC. | SEELAN WEALTH STRATEGIES | GF THOMAS ADVISORY GROUP | DEDICATED FINANCIAL LLC

CRD#: 134204 / SEC#: 801-129021

RIA

Registered Investment Advisory firm - (11/3/2023 Approved)

Alabama

Registered Investment Advisory firm - (11/17/2023 Terminated)

Florida

Registered Investment Advisory firm - (11/17/2023 Terminated)

Louisiana

Registered Investment Advisory firm - (11/20/2023 Terminated)

Maryland

Registered Investment Advisory firm - (12/31/2017 Terminated)

New York

Registered Investment Advisory firm - (11/17/2023 Terminated)

Texas

Registered Investment Advisory firm - (11/17/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

IAR

Series 66

Date: 7/8/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/12/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/1/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/12/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TURNER FINANCIAL GROUP, INC.

ANDALUS CAPITAL, LLC. | TURNER FINANCIAL GROUP, INC. | SEELAN WEALTH STRATEGIES | GF THOMAS ADVISORY GROUP | DEDICATED FINANCIAL LLC

CRD#: 134204 / SEC#: 801-129021

RIA

Registered Investment Advisory firm - (11/3/2023 Approved)

Alabama

Registered Investment Advisory firm - (11/17/2023 Terminated)

Florida

Registered Investment Advisory firm - (11/17/2023 Terminated)

Louisiana

Registered Investment Advisory firm - (11/20/2023 Terminated)

Maryland

Registered Investment Advisory firm - (12/31/2017 Terminated)

New York

Registered Investment Advisory firm - (11/17/2023 Terminated)

Texas

Registered Investment Advisory firm - (11/17/2023 Terminated)

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Contact information

Main Address

4366 5th Avenue, Pace, FL 32571-1810

Mailing Address

Phone number

(850) 995-1797

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TFG ADV PART 2A_03.2025 UPDATE FINAL.PDF (3/31/2025)

Regulatory assets under management

Total Number of Accounts	985
AUM (Assets Under Management)	$ 171,026,487

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

Benny M. Turner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SSN ADVISORY, INC.

SECURITIES SERVICE NETWORK, LLC

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

USALLIANZ SECURITIES, INC.

INVESTORS CAPITAL CORP.

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

TURNER FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/8/2003

Series 63

Date: 9/12/2000

Series 7

Date: 4/1/2002

Series 6

Date: 9/12/2000

Current Firm

TURNER FINANCIAL GROUP, INC.

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TURNER FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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