Mary Troxell, financial advisor Frederick MD

Mary Troxell

CRD Number: 1850750
Current Firm: Turning Point Financial

Mary Troxell (CRD# 1850750) is an Investment Advisor Representative working at Turning Point Financial in Frederick, MD and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Turning Point Financial Frederick, MD Jul 2019 - Current 4
Turning Point Benefit Group D/b/a Turning Point Financial Frederick, MD Oct 2003 - Current 20
Mary Kathleen Troxell, LLC Frederick, MD Jan 1994 - Current 30
Purshe Kaplan Sterling Investments, Inc. Albany, NY Jul 2019 - Jan 2023 3
Cambridge Investment Research Inc. Fairfield, IA Jan 2013 - Jul 2019 6
Cambridge Investment Research Advisors Inc. Fairfield, IA Jan 2013 - Jul 2019 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2006
S65 NASAA Investment Advisors Law Examination Apr 2007
Contact Info for Mary K. Troxell
Phone Number: 301-846-9336
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    310
    MILLIONS
  • Total Number of Accounts
    1,836
    ACCOUNTS
  • Average Account Value
    $168,849
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, DC, DE, FL, GA, LA, MA, MD, MI, NC, NE, NJ, NY, PA, SC, TN, TX, VA, WV, WY

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