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Mark Andrew Teerlinck

Elite Wealth Management

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About Mark Andrew Teerlinck

Mark Teerlinck is a registered investment advisor representative with Elite Wealth Management. Mark has over 10 years of experience in the financial services industry. He is also the owner of Elite Wealth Management, LLC and has held various roles at Wealthsource Partners, LLC, Avant-Garde Advisors LLC and LPL Financial Corporation. Mark is licensed to provide investment advice in Colorado and Texas and holds Series 6, 7, 63 and 66 licenses. He is also a member of the Investment Management Consultants Association (IMCA).

Firm Information

Mark Teerlinck is currently registered with Elite Wealth Management. Elite Wealth Management is an investment advisor with $73,209,975 in regulatory assets under management. They serve individuals other than high-net-worth and high-net-worth individuals, and their services include portfolio management for individuals.

$73.21M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Teerlinck’s Registration & Firm History

CO

06/11/2020 - Present

Elite Wealth Management (PARKER CO)

CO

11/06/2009 - 08/24/2010

PURSHE KAPLAN STERLING INVESTMENTS (LAKEWOOD CO)

CO

07/22/2008 - 11/20/2009

LPL FINANCIAL CORPORATION (LAKEWOOD CO)

CO

02/04/2008 - 06/05/2008

COUNTRY CAPITAL MANAGEMENT COMPANY (ENGLEWOOD CO)

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Licenses & Designations

BOTH

Issued 08/20/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/14/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/23/2009

Series 7 - General Securities Representative Examination

BC

Issued 02/01/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Mark Andrew Teerlinck. Review regulatory record here.
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