Mark
Terwilliger
Northbridge Financial Group, LLC
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About this Advisor
Mark Terwilliger is a financial advisor working in Tampa, Florida who has 3 years of industry experience. Terwilliger is an employee of Northbridge Financial Group, LLC. Their career trajectory has included roles at Fintegra, LLC, Terwilliger Wealth Management, Allstate Insurance Company, Florida Hawks Fc, Lpl Financial, LLC and Northbridge Financial Group, LLC. Terwilliger has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Florida. Northbridge Financial Group, LLC is a financial advisory company headquartered in Tampa, FL. It handles $157 million in assets among its 821 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 821 customer accounts, 32% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fees charged by Northbridge Financial Group, LLC can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northbridge Financial Group, LLC Brokerage Details
$157,067,104
11
821
$191,312
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Mark Terwilliger Work History
Mark has been registered as a financial advisor for 3 years.*
Northbridge Financial Group, LLC
Lpl Financial, LLC
Florida Hawks Fc
Allstate Insurance Company
Fintegra, LLC
Terwilliger Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Terwilliger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Northbridge Financial Group, LLC
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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