Craig S Marcello
Investment adviser representative at Turning Point Financial
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$339.4MFirm assets
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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
11 years in the industry.
- Turning Point Benefit Group, Inc.Jan 2025 to now
- Turning Point FinancialJan 2025 to now
- UnemployedAug 2024 to Dec 2024
- Ameriprise/ Rosestone Wealth AdvisorsApr 2023 to Jul 2024
- Ameriprise Financial Services, LLCApr 2023 to Jun 2023
- Dardis Couvillion and AssociatesNov 2021 to Apr 2023
- LPL Financial, LLCNov 2021 to Apr 2023
- Marcello Wealth Advisory LLCJul 2016 to Nov 2021
- Legion of ChristAug 2015 to Nov 2021
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
- Series 66 · Uniform Combined State Law2007
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 2452005
- Firm CRD
- 301282