David Turner (CRD# 2233405) is an Investment Advisor Representative working at Holmes & Turner Financial Services, Inc. in Denver, CO and has over 31 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apollon Wealth Management, LLC | Denver, CO | Jan 2021 - Current | 3 |
| Holmes & Turner Financial Services | Bozeman, MT | Sep 1998 - Current | 25 |
| Cascade Financial Management, Inc. | Denver, CO | May 2001 - Dec 2020 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
- MT
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Other
- Selection of other advisers (including private fund managers)
CO, MT
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