Unclaimed Profile

David John Turner

HOLMES & TURNER FINANCIAL SERVICES, INC.·DENVER, Colorado

Clean recordHOLMES & TURNER FINANCIAL SERVICES, INC.

950 17TH STREET, DENVER, CO 80202CRD# 2233405Firm CRD# 113553

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David John Turner · DENVER, CO

Registration

CRD #2233405 · HOLMES & TURNER FINANCIAL SERVICES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David John Turner is a registered financial advisor based in DENVER, Colorado, affiliated with HOLMES & TURNER FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

HOLMES & TURNER FINANCIAL SERVICES, INC.

AUM

$74M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HOLMES & TURNER FINANCIAL SERVICES, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2233405

Firm CRD# 113553

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David John Turner offer?

David John Turner specializes in Financial Planning, Investment Management. Contact their office in DENVER, Colorado for a consultation.

What are David John Turner's credentials?

David John Turner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David John Turner located?

David John Turner is based in DENVER, Colorado, working with HOLMES & TURNER FINANCIAL SERVICES, INC.. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does David John Turner charge for services?

David John Turner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HOLMES & TURNER FINANCIAL SERVICES, INC.?

HOLMES & TURNER FINANCIAL SERVICES, INC. has approximately 5 employees and manages $74M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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