Grace
Mead
Turning Point Financial
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About this Advisor
Grace Mead is a financial advisor working out of Frederick, Maryland with 1 year of industry experience. Mead works at Turning Point Financial. The advisor has gained experience at Jpmorgan, J.P. Morgan Chase Bank, Na, Edward Jones, The Trust Company and Turning Point Financial. Mead has Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to operate in Tennessee. Turning Point Financial is a business that has its headquarters in Frederick, MD. It has a total of 17 financial advisors. It administers $238 million in total assets between its 1,651 customer accounts, making it one of the mid-sized firms in the nation by assets under management. The firm provides financial advisory services to one charitable organizations. Of its 1,651 client accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in assets. Turning Point Financial provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services vary depending on which services are offered. However, fee types charged by Turning Point Financial can 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
Grace Mead Work History
Grace has been registered as a financial advisor for 1 years.*
Turning Point Financial
The Trust Company
Edward Jones
J.P. Morgan Chase Bank, Na
Jpmorgan
Jpmorgan
*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 Grace Mead 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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