AdFi
JA

Joseph Alan Turley

Investment Adviser Representative at SUMMIT GLOBAL INVESTMENTS, LLC

Mesa, AZCRD #6688224Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
States Registered
1 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Joseph Alan Turley has worked in the securities industry since 2019. They are registered to provide investment advisory services in Arizona.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Arizona
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/17/2020
Series 65
Uniform Investment Adviser Law Examination
Passed 1/18/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 9/19/2016
Series 7
General Securities Representative Examination
Passed 12/11/2019
SIE
Securities Industry Essentials Examination
Passed 11/9/2016
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/19/2016

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Less than $500,0002.00%
$500,000 to $999,9991.70%
$1,000,000 and above1.50%
Source

Summit Global Investments, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SUMMIT GLOBAL INVESTMENTS, LLCCurrent
12/5/2025Mesa, AZ
PUBLIC SAFETY FINANCIAL/GALLOWAY
5/28/202110/22/2024Mesa, AZ
MORGAN STANLEY
11/12/20195/8/2020Gilbert, AZ
PUBLIC SAFETY FINANCIAL/GALLOWAY
3/13/201710/9/2019Mesa, AZ

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph Alan Turley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Joseph Alan Turley - Financial Advisor in Mesa, AZ | AdvisorFinder