David
Turner

Holmes & Turner Financial Services, Inc

CRD#2233405
Investment Advisor
in Denver, CO
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

Yes

Office Location

1401 17Th Street Suite 1560
Denver, CO 80202

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Holmes & Turner Financial Services, Inc Brokerage Details

Total Assets Under Management

$54,026,532

CO Average: $2,349,664,866
Total Number of Employees

2

CO Average: 28
Total Number of Accounts

45

CO Average: 1,101
Average Account Size

$1,200,590

CO Average: $2,134,119

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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.

2003 - Present (16 years)

Hanson Financial, LLC

2001 - Present (18 years)

Cascade Financial Management, Inc

1998 - Present (21 years)

Holmes & Turner Financial Services

Disclosures

David Turner has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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