Eric
Tereo
Turning Point Financial
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About this Advisor
Eric Tereo is a financial advisor based in Frederick, Maryland, working with Turning Point Financial. Eric has previously held positions at Equitable Advisors, LLC, Modern Woodmen Of America, Coinex, Penn State Harrisburg, Ventured Path LLC, Wallenium Willhelmsen Logistics, Ventured Path, Equitable Advisors, and Turning Point Financial. Eric has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Eric is part of Turning Point Financial, which operates out of Frederick, Maryland. The firm has 1 office and 18 employees. The firm manages assets totaling $310.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Turning Point Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Turning Point Financial Brokerage Details
$310,006,374
18
1,836
$168,849
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Eric Tereo Work History
Turning Point Financial
Equitable Advisors, LLC
Equitable Advisors
Modern Woodmen Of America
Coinex
Penn State Harrisburg
Ventured Path LLC
N/A
Ventured Path
Wallenium Willhelmsen Logistics
N/A
Disclosures
Please visit the SEC profile of Eric Tereo 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
Camp Hill, PA
Frederick, MD
Frederick, MD
Frederick, MD
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