Craig Saleem Marcello
Investment adviser representative at Turning Point Financial
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Turning Point FinancialMay 2025 to now
- Morris and DicksonDec 2024 to May 2025
- Armor DocumentationJul 2024 to Oct 2025
- Superior's SteakhouseMar 2023 to Dec 2024
- St. Joseph's ChurchMay 2022 to Mar 2023
- Lifetime AdvisorsMay 2022 to Aug 2022
- Bradken Inc.Jan 2022 to May 2022
- Northwestern State UniversityAug 2021 to Dec 2021
- Stone Creek Club and SpaMar 2021 to Jan 2022
- The Chimes CovingtonAug 2020 to Apr 2021
- Unemployed - CovidFeb 2020 to Aug 2020
- Legion of Christ NovitiateAug 2019 to Feb 2020
- Sacred Heart Apostolic SchoolJul 2014 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8180815
- Firm CRD
- 301282