Holmes & Turner Financial Services, Inc.

Holmes & Turner Financial Services, Inc. (CRD# 113553) is a financial advisory firm headquartered in Denver, CO. They manage $37,000,000 in 39 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $948,718
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, MT

Financial Advisors at Holmes & Turner Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Richard H. Chin
CRD#: 4710762
300 North Willson , Suite 3005, Bozeman, MT 59715
93
Wealthminder
score

Richard Chin (CRD# 4710762) is an Investment Advisor Representative working at Holmes & Turner Financial Services, Inc. in Bozeman, MT and has over 12 years of experience in the finance industry.

2
David J. Turner
CRD#: 2233405
1401 17th Street, Suite 1560, Denver, CO 80202
86
Wealthminder
score

David Turner (CRD# 2233405) is an Investment Advisor Representative working at Holmes & Turner Financial Services, Inc. in Denver, CO and has over 24 years of experience in the finance industry. David Turner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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