David John Turner
Investment adviser representative at Apollon Wealth Management, LLC
28 yearsExperience
3 statesRegistered in
$11.6BFirm assets
8 yearsFirm in business
Are you David John Turner? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Apollon Wealth Management, LLCJan 2021 to now
- Holmes & Turner Financial ServicesSep 1998 to now
- Cascade Financial Management, IncMay 2001 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 3 states (CO, PR, TX).
Apollon Wealth Management, LLC
$11.6BAssets managed
8,389Clients
144Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2233405
- Firm CRD
- 291902