Financial ADVSR advisor directory · SEC adviser records
Turning Point Financial financial advisors in Frederick, MD
Every SEC-registered investment adviser representative at a Turning Point Financial office in Frederick, A to Z.
11 registered advisors work at Turning Point Financial in Frederick, out of 15 at the firm nationwide; it ranks number 5 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Turning Point Financial advisors in Frederick, A to Z
Every Turning Point Financial advisor →- Brennan A. GmeinerInvestment adviser rep
- Michael J. GoodInvestment adviser rep
- Corey A. GrimesInvestment adviser rep
- William J. HeilCertified Financial Planner
- Kurt A. LalomiaCertified Financial Planner
- Craig S. Marcello IIInvestment adviser rep
- Ryan MoriseyInvestment adviser rep
- Thomas J. PignoneInvestment adviser rep
- David D. StrausserInvestment adviser rep
- Eric D. TereoInvestment adviser rep
- Mary K. TroxellInvestment adviser rep
Turning Point Financial advisors in every city and state →Turning Point Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →
Turning Point Financial advisors in other cities
Other firms in Frederick
All Frederick advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 27Morgan Stanley 27Edward Jones 13LPL Financial LLC 11Kestra Advisory Services, LLC 10Osaic Wealth, Inc. 7PNC Wealth Management LLC 7Stifel, Nicolaus & Company, Incorporated 7Veridian Capital Partners 6Cambridge Investment Research Advisors, Inc. 5Founders Financial Securities LLC 5Pfs Investments Inc. 5
Questions
How many financial advisors does Turning Point Financial have in Frederick?
11 investment adviser representatives are registered at Turning Point Financial offices in Frederick, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 15 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Turning Point Financial one of the largest advisor employers in Frederick?
Turning Point Financial ranks number 5 in Frederick by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 27.
How do I check a Turning Point Financial advisor in Frederick?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Turning Point Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.