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Benny Miles Turner

CRD# 3256087·Registered 2000 - 2023
Previously Registered: Being a previously registered professional could mean that Benny 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.

Professional Summary

Benny Miles Turner was a registered financial advisor. Benny was a previously registered financial professional and started their career in finance 2000 - 2023. Benny had worked at 7 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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

26 years registered in the securities industry

Current & Past Employments

Past

TURNER FINANCIAL GROUP, INC.Past·CRD# 134204
RIA
Pace, FL
April 12, 2005 - December 6, 2023
SSN ADVISORY, INC.Past·CRD# 126090
RIA
Pace, FL
November 6, 2003 - May 18, 2005
SECURITIES SERVICE NETWORK, LLCPast·CRD# 13318
BD
Knoxville, TN
September 30, 2003 - May 18, 2005
FSC SECURITIES CORPORATIONPast·CRD# 7461
RIA
Pace, FL
August 8, 2003 - September 29, 2003
FSC SECURITIES CORPORATIONPast·CRD# 7461
BD
Atlanta, GA
October 7, 2002 - September 29, 2003
USALLIANZ SECURITIES, INC.Past·CRD# 40875
BD
Minneapolis, MN
May 9, 2001 - September 27, 2002
INVESTORS CAPITAL CORP.Past·CRD# 30613
BD
Lynnfield, MA
February 1, 2001 - May 1, 2001
NYLIFE SECURITIES LLCPast·CRD# 5167
BD
New York, NY
September 13, 2000 - February 10, 2001

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Current Firm

TF
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 - SEC (11/3/2023 Approved)
Alabama
Registered Investment Advisory firm - Alabama (11/17/2023 Terminated)
Florida
Registered Investment Advisory firm - Florida (11/17/2023 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (11/20/2023 Terminated)
Maryland
Registered Investment Advisory firm - Maryland (12/31/2017 Terminated)
New York
Registered Investment Advisory firm - New York (11/17/2023 Terminated)
Texas
Registered Investment Advisory firm - Texas (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).

Contact Information

Main Address

4366 5th Avenue, Pace, FL 32571-1810

Phone Number

(850) 995-1797

# of Employees

12

SEC notice filing (16 States and Territories)

Registered to provide investment advisory services in 16 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TFG ADV PART 2A 03.30.36 (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,132

AUM (Assets Under Management)

$229,566,133

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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.

(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

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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".
TF
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 - SEC (11/3/2023 Approved)
Alabama
Registered Investment Advisory firm - Alabama (11/17/2023 Terminated)
Florida
Registered Investment Advisory firm - Florida (11/17/2023 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (11/20/2023 Terminated)
Maryland
Registered Investment Advisory firm - Maryland (12/31/2017 Terminated)
New York
Registered Investment Advisory firm - New York (11/17/2023 Terminated)
Texas
Registered Investment Advisory firm - Texas (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.
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

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

Series 66 — Uniform Combined State Law Examination

Passed Jul 2003About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2000About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Apr 2002About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 2000About the Series 6 exam

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CRS (Client Relationship Summary)

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

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