Mary Kathleen Troxell
Investment adviser representative at Turning Point Financial
29 yearsExperience
2 statesRegistered in
$339.4MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Turning Point FinancialJul 2019 to now
- Turning Point Benefit Group d/b/a Turning Point FinancialOct 2003 to now
- Mary Kathleen Troxell, LLCJan 1994 to now
- Purshe Kaplan Sterling Investments, Inc.Jul 2019 to Jan 2023
- Cambridge Investment Research Advisors Inc.Jan 2013 to Jul 2019
- Cambridge Investment Research Inc.Jan 2013 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Turning Point Financial
Legal name: Turning Point Benefit Group, Inc.
$339.4MAssets managed
794Clients
14Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1850750
- Firm CRD
- 301282