Holmes & Turner Financial Services, Inc.
Holmes & Turner Financial Services, Inc. (CRD# 113553) is a financial advisory firm headquartered in Bozeman, MT. They manage $73,788,737 in 80 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management74MILLION
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Total Number of Accounts80ACCOUNTS
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Average Account Value$922,359
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

CO, MT
Richard Chin (CRD# 4710762) is an Investment Advisor Representative working at Holmes & Turner Financial Services, Inc. in Bozeman, MT and has over 17 years of experience in the finance industry.
David Turner (CRD# 2233405) is an Investment Advisor Representative working at Holmes & Turner Financial Services, Inc. in Denver, CO and has over 29 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.
John Vansant (CRD# 4584363) is an Investment Advisor Representative working at Holmes & Turner Financial Services, Inc. in Bozeman, MT and has over 19 years of experience in the finance industry.