Eric D. Tereo

TURNING POINT FINANCIAL

Camp Hill, PA 17011

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CRD#: 7693505

Professional summary

Eric Dennis Tereo, who also goes by Eric Tereo, is a registered financial advisor currently at TURNING POINT FINANCIAL located in Camp Hill, Pennsylvania.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Eric has worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric Tereo

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.

Eric Tereo is an independent licensed insurance agent. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Turning Point Financial always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients always have the right to decide whether or not to utilize the services of any representative of Turning Point Financial in such individual's outside capacities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Dennis Tereo's CRS (Customer Relationship Summary).

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

October 16, 2023 - Present

TURNING POINT FINANCIAL

Office #1: 704 Lisburn Rd Ste 101, Camp Hill, PA 17011

RIA

CRD#: 301282

Camp Hill, PA

Past

June 14, 2023 - October 9, 2023

EQUITABLE ADVISORS, LLC

CRD#: 6627

LANCASTER, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TURNING POINT FINANCIAL

TURNING POINT BENEFIT GROUP, INC. | TURNING POINT FINANCIAL

CRD#: 301282 / SEC#: 801-116895

RIA

Registered Investment Advisory firm - (7/3/2019 Approved)

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

Maryland
(1/2/2025)

IAR

Pennsylvania
(10/16/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/16/2023

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/14/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/23/2022

Securities Industry Essentials Examination

Current Firm

TURNING POINT FINANCIAL

TURNING POINT BENEFIT GROUP, INC. | TURNING POINT FINANCIAL

CRD#: 301282 / SEC#: 801-116895

RIA

Registered Investment Advisory firm - (7/3/2019 Approved)

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Contact information

Main Address

7210 Corporate Ct. Ste A, Frederick, MD 21703

Mailing Address

Phone number

(301) 846-9336

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- TURNING POINT FINANCIAL (3/17/2025)

Regulatory assets under management

Total Number of Accounts	2,659
AUM (Assets Under Management)	$ 383,146,200

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.

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Eric D. Tereo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Dennis Tereo's CRS (Customer Relationship Summary).

Certified licenses

Experience

TURNING POINT FINANCIAL

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

TURNING POINT FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 10/16/2023

Series 7TO

Date: 6/14/2023

SIE

Date: 12/23/2022

Current Firm

TURNING POINT FINANCIAL

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TURNING POINT FINANCIAL

TRUST BUT VERIFY

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