Unclaimed Profile

Mary Kathleen Troxell

TURNING POINT BENEFIT GROUP, INC.·FREDERICK, Maryland

SIE, Series 6, Series 7, Series 63, Series 65, Series 99TOClean record19 years registeredTURNING POINT BENEFIT GROUP, INC.

7210 CORPORATE CT., FREDERICK, MD 21703CRD# 1850750Firm CRD# 301282

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mary Kathleen Troxell · FREDERICK, MD

Registration

CRD #1850750 · TURNING POINT BENEFIT GROUP, INC. · 19 years registered

Brand Profile

Not yet started

Career History

TURNING POINT FINANCIAL

Jul 2019 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jan 2013 – Jul 2019

FREDERICK, MD

PLANMEMBER SECURITIES CORPORATION

Apr 2007 – Feb 2013

FREDERICK, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Series 99TO

Registration record

First registered · April 16, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TURNING POINT BENEFIT GROUP, INC.

CRD 301282 · SEC 801-116895

AUM

$310M

Regulatory assets under management

Employees

1,836 client accounts

Services offered by TURNING POINT BENEFIT GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TURNING POINT BENEFIT GROUP, INC. →

Introduction

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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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