Terry RumkerCRD Number: 1778176
Current Firm: Mid Atlantic Financial Management, Inc.
Terry Rumker (CRD# 1778176) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Worthington, OH and has over 3 years of experience in the finance industry. Terry Rumker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rebel Financial, LLC
Pds Planning Inc.
Steele Investment Counsel, Ltd.
|Mid Atlantic Financial Management, Inc.||Pittsburgh, PA||May 2015 - Current||1|
|Mid Atlantic Capital Corporation||Worthington, OH||May 2015 - Current||1|
|Rumker Financial Services||Perrysville, OH||Sep 1994 - Current||22|
|Ashland University||Ashland, OH||Aug 1989 - Current||27|
|Concorde Investment Services, LLC||Troy, MI||Oct 2013 - May 2015||1|
|Concorde Asset Management||Troy, MI||Jul 2013 - May 2015||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
|S63||Uniform Securities State Law Examination||Jan 2016|
Total Assets Under Management1,765MILLIONS
Total Number of Accounts7,294ACCOUNTS
Average Account Value$241,931
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV