Turning Point Financial

Turning Point Financial (CRD# 301282) is a financial advisory firm headquartered in Frederick, MD. They manage $310,006,374 in 1,836 accounts and serve the financial needs of clients across 23 states (or territories).

Current Firm Details
7210 Corporate Ct., Ste A, Frederick, MD 21703
https://www.tpfinancial.com
By the Numbers
  • Total Assets Under Management
    310
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Turning Point Financial
Showing 1 - 10 of 13 top financial advisors.
1
Brennan Gmeiner, financial advisor Frederick MD
Brennan A. Gmeiner
CRD#: 6389785
7210 Corporate Ct., Ste A, Frederick, MD 21703

Brennan Gmeiner (CRD# 6389785) is an Investment Advisor Representative working at Turning Point Financial in Frederick, MD and has over 9 years of experience in the finance industry.

2
James Good, financial advisor Camp Hil PA
James D. Good
CRD#: 2466989
704 Lisburn Road, Suite 101, Camp Hil, PA 17011

James Good (CRD# 2466989) is an Investment Advisor Representative working at Turning Point Financial in Camp Hil, PA and has over 30 years of experience in the finance industry.

3
Jonathan Good, financial advisor Camp Hill PA
Jonathan P. Good
CRD#: 6265533
704 Lisburn Rd, Ste 101, Camp Hill, PA 17011

Jonathan Good (CRD# 6265533) is an Investment Advisor Representative working at Turning Point Financial in Camp Hill, PA and has over 6 years of experience in the finance industry.

4
Michael Good, financial advisor Frederick MD
Michael J. Good
CRD#: 6258676
7210 Corporate Ct., Ste A, Frederick, MD 21703

Michael Good (CRD# 6258676) is an Investment Advisor Representative working at Turning Point Financial in Frederick, MD and has over 9 years of experience in the finance industry.

5
Brian Jolles, financial advisor Frederick MD
Brian S. Jolles
CRD#: 1244218
7210 Corporate Ct., Ste A, Frederick, MD 21703

Brian Jolles (CRD# 1244218) is an Investment Advisor Representative working at Turning Point Financial in Frederick, MD and has over 30 years of experience in the finance industry.

6
John Krupa, financial advisor Frederick MD
John T. Krupa
CRD#: 2315674
7210 Corporate Ct., Ste A, Frederick, MD 21703

John Krupa (CRD# 2315674) is an Investment Advisor Representative working at Turning Point Financial in Frederick, MD and has over 7 years of experience in the finance industry.

7
Kurt Lalomia, financial advisor Frederick MD
Kurt A. Lalomia
CRD#: 1926472
7210 Corporate Ct., Ste A, Frederick, MD 21703

Kurt Lalomia (CRD# 1926472) is an Investment Advisor Representative working at Turning Point Financial in Frederick, MD and has over 29 years of experience in the finance industry.

8
Thomas Pignone, financial advisor Frederick MD
Thomas J. Pignone
CRD#: 801230
7210 Corporate Ct., Ste A, Frederick, MD 21703

Thomas Pignone (CRD# 801230) is an Investment Advisor Representative working at Turning Point Financial in Frederick, MD and has over 35 years of experience in the finance industry.

9
Jason Topper, financial advisor Frederick MD
Jason M. Topper
CRD#: 6101256
7210 Corporate Ct., Ste A, Frederick, MD 21703

Jason Topper (CRD# 6101256) is an Investment Advisor Representative working at Turning Point Financial in Frederick, MD and has over 11 years of experience in the finance industry.

10
Mary Troxell, financial advisor Frederick MD
Mary K. Troxell
CRD#: 1850750
7210 Corporate Ct., Ste A, Frederick, MD 21703

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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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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