Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Terwilliger is an investment advisor representative with Northbridge Financial Group, LLC, registered with the state of Florida and has been in the industry since 1992. Mark is also registered as an Investment Advisor Representative with LPL Financial. Mark has a strong background in financial services, with experience in various roles at several firms. Mark is committed to providing comprehensive financial planning and portfolio management services to individuals, families, and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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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2
FL
10/06/2020 - Present
Northbridge Financial Group, LLC (TAMPA FL)
FL
11/12/2015 - 10/03/2018
ALLSTATE FINANCIAL SERVICES, LLC (PLANT CITY FL)
FL
04/07/2010 - 08/28/2015
FINTEGRA, LLC (LITHIA FL)
FL
05/06/2008 - 03/30/2010
GUNNALLEN FINANCIAL, INC (LAKELAND FL)
FL
08/28/2003 - 04/09/2008
EDWARD JONES (PLANT CITY FL)
MO
07/01/2003 - 09/08/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
09/28/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
FL
05/06/1999 - 09/22/2000
GUNNALLEN FINANCIAL, INC (TAMPA FL)
FL
11/27/1996 - 05/28/1999
G.L. BARRETT & ASSOCIATES, SECURITIES INCORPORATED (SARASOTA FL)
NJ
05/31/1994 - 12/03/1996
PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)
NY
02/16/1993 - 01/22/1994
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
NY
01/03/1992 - 02/16/1993
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
CO
11/29/1990 - 01/21/1991
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
CO
11/23/1990 - 12/04/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 04/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 11/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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