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Herbert Barrow Turner

Davidson Investment Advisors, Inc.

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About Herbert Barrow Turner

Herbert Barrow Turner III is an investment advisor representative at Davidson Investment Advisors, Inc. with over 15 years of experience in the industry. Herbert has worked at several financial institutions, including Raymond James & Associates, Inc. and Morgan Keegan & Company, Inc. Herbert holds the Series 66, Series 7, and SIE licenses. Herbert is registered in Virginia as an Investment Advisor Representative (IAR). Davidson Investment Advisors, Inc. is a firm registered with the SEC that manages over $4 billion in assets.

Firm Information

Herbert Turner is currently registered with Davidson Investment Advisors, Inc.. Davidson Investment Advisors, Inc. is a registered investment advisor headquartered in GREAT FALLS, MT. With over $4.8 billion in regulatory assets under management, the firm offers a variety of investment advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They serve a diverse range of clients, including individuals, corporations, charitable organizations, investment companies, and pension and profit sharing plans.
Davidson Investment Advisors, Inc.

8 THIRD STREET NORTH

GREAT FALLS, MT 59401-3104

$4.81B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Herbert Turner’s Registration & Firm History

VA

03/01/2023 - Present

Davidson Investment Advisors, Inc. (Richmond VA)

VA

01/02/2013 - 01/20/2015

RAYMOND JAMES & ASSOCIATES, INC. (RICHMOND VA)

VA

05/24/2007 - 01/02/2013

MORGAN KEEGAN & COMPANY, INC. (RICHMOND VA)

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Licenses & Designations

BOTH

Issued 10/31/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/20/2015

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Herbert Barrow Turner.
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