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).
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Total Assets Under Management310MILLION
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Total Number of Accounts1,836ACCOUNTS
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Average Account Value$168,849
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, DC, DE, FL, GA, LA, MA, MD, MI, NC, NE, NJ, NY, PA, SC, TN, TX, VA, WV, WY
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.