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Ernest John Turner

HOLMES & TURNER FINANCIAL SERVICES, INC.·BOZEMAN, Montana
Clean recordHOLMES & TURNER FINANCIAL SERVICES, INC.
1283 N 14TH AVE, BOZEMAN, MT 59715CRD# 4525172Firm CRD# 113553

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ernest John Turner · BOZEMAN, MT
Registration
CRD #4525172 · HOLMES & TURNER FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

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

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HOLMES & TURNER FINANCIAL SERVICES, INC.
HOLMES & TURNER FINANCIAL SERVICES, INC.
AUM
$74M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4525172
Firm CRD# 113553
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ernest John Turner offer?
Ernest John Turner specializes in Financial Planning, Investment Management. Contact their office in BOZEMAN, Montana for a consultation.
What are Ernest John Turner's credentials?
Ernest John Turner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ernest John Turner located?
Ernest John Turner is based in BOZEMAN, Montana, working with HOLMES & TURNER FINANCIAL SERVICES, INC.. Their office serves clients in the BOZEMAN metropolitan area and surrounding communities.
How does Ernest John Turner charge for services?
Ernest 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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