Joseph Luis Turnes
Investment adviser representative at Statetrust Capital, LLC.
24 yearsExperience
1 stateRegistered in
$93.7MFirm assets
25 yearsFirm in business
Are you Joseph Luis Turnes? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Statetrust Capital, LLC.Oct 2006 to now
- Statetrust Investments, Inc.Mar 2002 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (FL).
Statetrust Capital, LLC.
$93.7MAssets managed
144Clients
2Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2023535
- Firm CRD
- 114052