Holmes & Turner Financial Services, Inc
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About this Advisor
David Turner is a certified financial planner working out of Denver, Colorado, who has 20 years of financial industry experience. Turner works at Holmes & Turner Financial Services, Inc. Turner has gained experience at Hanson Financial, LLC, Holmes & Turner Financial Services and Cascade Financial Management, Inc. Turner maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado and Montana. Holmes & Turner Financial Services, Inc is a business headquartered in Denver, Colorado. The company has just two employees. It oversees $54 million in assets under management among its 45 client accounts, making it one of the smaller investment advisory firms in the nation by assets under management. Of its 45 customer accounts, 38% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules largely depend on which services the firm provides the client. Fee types charged by Holmes & Turner Financial Services, Inc can include asset-based and hourly fees.
Certifications and Registrations
Years of Experience
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Holmes & Turner Financial Services, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Turner Work History
David has 20 years of experience.
Hanson Financial, LLC
Cascade Financial Management, Inc
Holmes & Turner Financial Services
David Turner has disclosures.
Please visit their SEC profile for more details.