Turning Point Financial, Inc.

Turning Point Financial, Inc. (CRD# 138008) is a financial advisory firm headquartered in Charlotte, NC. They manage $43,500,000 in 305 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
15720 Brixham Hill Ave Ste 300, Charlotte, NC 28277
http://www.turning-point.us
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    305
    ACCOUNTS
  • Average Account Value
    $142,623
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, SC, TX

Financial Advisors at Turning Point Financial, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Mark Kenison, financial advisor Charlotte NC
Mark L. Kenison
CRD#: 2647751
15720 Brixham Hill Ave Ste 300, Charlotte, NC 28277

Mark Kenison (CRD# 2647751) is an Investment Advisor Representative working at Turning Point Financial, Inc. in Charlotte, NC and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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