Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Marcello is a financial advisor at Turning Point Financial, located in Frederick, Maryland. Craig is a Chartered Financial Consultant who has been in the industry since 1995. Craig has experience providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Craig is also a board member of Marcello, a non-investment related company. Craig has experience working at several other financial institutions, including Morgan Stanley, Dardis Couvillion and Associates, LPL Financial, LLC, Ameriprise Financial Services, LLC, and RoseStone Wealth Advisors. Craig has earned the Uniform Investment Adviser Law Examination (Series 65), Uniform Combined State Law Examination (Series 66), and Uniform Securities Agent State Law Examination (Series 63).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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LA
02/13/2025 - Present
Turning Point Financial (Covington LA)
Active
Inactive
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