David Turner
from Holmes & Turner Financial Services, Inc.
David Turner is a financial advisor based in Montana, Bozeman, with 34 years of experience. David currently works for Holmes & Turner Financial Services, Inc.. David maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
- Fiduciary duty to act in the best interests of your finances
- Regulated by The Securities and Exchange Commission (SEC)
- Transparent about fees and never take commission when recommending a financial product
David Turner works at Holmes & Turner Financial Services, Inc.
Holmes & Turner Financial Services, Inc. is a financial advisory firm based in Bozeman, Montana. It currently has approximately $70,699,573 of assets under management and employs about 5 people. Holmes & Turner Financial Services, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
28 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1283 N 14th Ave, Ste 201, Bozeman, Montana, 59715
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