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Mary Kathleen Troxell

TURNING POINT BENEFIT GROUP, INC.·FREDERICK, Maryland
Unclaimed Profile
7210 CORPORATE CT., FREDERICK, MD 21703CRD# 1850750Firm CRD# 301282
01

About

Mary Kathleen Troxell is a registered financial advisor based in FREDERICK, Maryland, affiliated with TURNING POINT BENEFIT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TURNING POINT BENEFIT GROUP, INC.
TURNING POINT FINANCIAL
AUM
$310M
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at TURNING POINT BENEFIT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1850750
Firm CRD# 301282
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mary Kathleen Troxell offer?
Mary Kathleen Troxell specializes in Financial Planning, Investment Management. Contact their office in FREDERICK, Maryland for a consultation.
What are Mary Kathleen Troxell's credentials?
Mary Kathleen Troxell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary Kathleen Troxell located?
Mary Kathleen Troxell is based in FREDERICK, Maryland, working with TURNING POINT BENEFIT GROUP, INC.. Their office serves clients in the FREDERICK metropolitan area and surrounding communities.
How does Mary Kathleen Troxell charge for services?
Mary Kathleen Troxell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TURNING POINT BENEFIT GROUP, INC.?
TURNING POINT BENEFIT GROUP, INC. has approximately 24 employees and manages $310M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
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