Advisor at Bankers Life Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bankers Life Advisory Services, Inc.
Location
Waipahu, HI 96797
Credentials
Series 63, Series 65, Series 66
Industry experience
19 years
John Turner is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Horter Investment Management and Karatbars. In addition to his advisory duties, he is a licensed insurance agent authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.
Based on Bankers Life Advisory Services, Inc.
0.50% to 2.5% annually (negotiable) for Portfolio Management Services
Certain Investment Advisors are registered representatives and earn commissions from brokerage and insurance product sales separately.
Hourly fees charged for Investment Consulting Services; specific rates set forth in consulting contracts.
Fee-only: Investment Consulting Services charged on an hourly rate basis, fees negotiable and may be reduced or waived.
94 1024 Waipio Uka St, Ste 207
Waipahu, HI 96797
Hawaii
Bankers Life Advisory Services, Inc
2024 - Present (2 years)
Bankers Life & Casualty, Inc
2024 - Present (2 years)
Promptings
2024 - Present (2 years)
Horter Investment Management
2015 - 2016 (1 year)
Karatbars
2014 - 2021 (7 years)
Tempowireless
2012 - 2016 (4 years)
John Turner
1984 - Present (42 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Honolulu, HI
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Series 63, Series 66
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Series 65
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CFP®, Series 63, Series 65
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CFP®, Series 63, Series 65
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CRL Advisors
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