Mark Teerlinck, financial advisor Centennial CO
48 score

Mark Teerlinck

CRD Number: 5322226
Current Firm: Avant-garde Advisors LLC

Mark Teerlinck (CRD# 5322226) is an Investment Advisor Representative working at Avant-garde Advisors LLC in Centennial, CO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wealthsource Partners, LLC Centennial, CO Jan 2016 - Current < 1
Avant-garde Advisors LLC Centennial, CO Aug 2010 - Current 6
Purshe Kaplan Sterling Investments, Inc. Lakewood, CO Nov 2009 - Aug 2010 < 1
Prestige Wealth Management Group, LLC Lakewood, CO Nov 2009 - Aug 2010 < 1
Lpl Financial Corporation Golden, CO Jun 2008 - Oct 2009 1
Country Capital Management Company Englewood, CO Feb 2007 - Jun 2008 1
University Of Wyoming Laramie, WY Jan 2005 - Dec 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S66 NASAA Uniform Combined State Law Examination Aug 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Mark A. Teerlinck
Phone Number: 303-900-1370
Registered State(s):
  • CA
  • CO
By the Numbers
  • Total Assets Under Management
    363
    MILLIONS
  • Total Number of Accounts
    632
    ACCOUNTS
  • Average Account Value
    $574,211
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, HI, IL, LA, MI, NE, NH, TX

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BADGES
48

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