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 11 - 13 of 13 top financial advisors.
11
Jeremy Veres, financial advisor Frederick MD
Jeremy Veres
CRD#: 6587697
7210 Corporate Ct., Ste A, Frederick, MD 21703

Jeremy Veres (CRD# 6587697) is an Investment Advisor Representative working at Turning Point Financial in Frederick, MD and has over 8 years of experience in the finance industry.

12
Cody Hobelmann, financial advisor Frederick MD
Cody W. Hobelmann
CRD#: 6752664
7210 Corporate Ct., Ste A, Frederick, MD 21703

Cody Hobelmann (CRD# 6752664) is an Investment Advisor Representative working at Turning Point Financial in Frederick, MD and has over 6 years of experience in the finance industry.

13
Eric Tereo, financial advisor Frederick MD
Eric D. Tereo
CRD#: 7693505
7210 Corporate Ct., Ste A, Frederick, MD 21703

Eric Tereo (CRD# 7693505) is an Investment Advisor Representative working at Turning Point Financial in Frederick, MD and has 1 year of experience in the finance industry.

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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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