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MT

Mark A. Teerlinck

ELITE WEALTH MANAGEMENT
Parker, CO
Some features on this profile are disabled
CRD#: 5322226
MT

Professional summary

Mark Andrew Teerlinck is a registered financial advisor currently at ELITE WEALTH MANAGEMENT located in Parker, Colorado.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Mark has worked at 6 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
ELITE WEALTH MANAGEMENT, LLC; INVESTMENT-RELATED; PRIVATE RESIDENCE, PARKER, COLORADO; INVESTMENT ADVISER; OWNER; JANUARY 21, 2020 START DATE; 10 HOURS/MONTH DEVOTED; 10 HOURS/MONTH DURING SECURITIES TRADING HOURS DEVOTED; ALL DUTIES TO OPERATE THE ENTITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Andrew Teerlinck's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 5, 2020 - Present

ELITE WEALTH MANAGEMENT

RIA
CRD#: 307431
Parker, CO
Past

March 10, 2016 - December 15, 2021

WEALTHSOURCE®

RIA
CRD#: 282202
PARKER, CO
Past

August 24, 2010 - December 15, 2016

AVANT-GARDE ADVISORS LLC

RIA
CRD#: 151527
CENTENNIAL, CO
Past

November 6, 2009 - August 24, 2010

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
LAKEWOOD, CO
Past

July 22, 2008 - November 20, 2009

LPL FINANCIAL LLC

BD
CRD#: 6413
LAKEWOOD, CO
Past

February 4, 2008 - June 5, 2008

COUNTRY CAPITAL MANAGEMENT COMPANY

BD
CRD#: 12060
ENGLEWOOD, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(3/5/2020)
IAR
Texas
(6/11/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/20/2010
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/14/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/23/2009
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/1/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

ELITE WEALTH MANAGEMENT
ELITE WEALTH MANAGEMENT
ELITE WEALTH MANAGEMENT | ELITE WEALTH MANAGEMENT, LLC

CRD#: 307431 / SEC#:

Colorado
Registered Investment Advisory firm - (3/5/2020 Approved)
Texas
Registered Investment Advisory firm - (6/11/2020 Conditional Restricted)
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Contact information

Main Address
Parker, CO
Mailing Address
Phone number
(303) 565-9355
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts193
AUM (Assets Under Management)$ 73,014,836

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ELITE WEALTH MANAGEMENT

ELITE WEALTH MANAGEMENT

CRD#: 307431Parker, CO

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