Brandon
Layo
Turning Point Financial
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About this Advisor
Brandon Layo is a financial advisor operating out of Frederick, Maryland with 4 years of industry experience. Layo is on the advisory team at Turning Point Financial. Throughout their career, they have worked at Turning Point Financial, Faragalla & Associates and William E. Rinehart, Cpa. Layo holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Maryland. Turning Point Financial is a registered investment firm headquartered in Frederick, MD. The investment advisory business has a total of 17 employees. It manages $238 million in assets under management among its 1,651 client accounts, placing it among the mid-sized firms in the country by assets under management. The firm advises one charitable organizations. Of its 1,651 client accounts, just 4% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely vary depending on which services are provided. However, fee types billed by Turning Point Financial likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Turning Point Financial Brokerage Details
$238,178,463
17
1,651
$144,263
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brandon Layo Work History
Brandon has been registered as a financial advisor for 4 years.*
Turning Point Financial
Faragalla & Associates
William E. Rinehart, Cpa
*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 Brandon Layo 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 Turning Point Financial
Frederick, MD
Frederick, MD
Frederick, MD
Frederick, MD
Frederick, MD
Frederick, MD
Frederick, MD
Frederick, MD
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
