Eric Dennis Tereo
Investment adviser representative at Turning Point Financial
8 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
8 years in the industry.
- Turning Point FinancialSep 2023 to now
- Equitable Advisors, LLCFeb 2023 to Sep 2023
- Modern Woodmen of AmericaAug 2022 to Jan 2023
- CoinexDec 2021 to Aug 2022
- Penn State HarrisburgMay 2018 to Dec 2021
- Ventured Path LLCJul 2015 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (MD, PA).
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
- 7693505
- Firm CRD
- 301282