Mark Teerlinck
| Other Names: |
Mark Andrew Teerlinck
|
| Firm: |
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| Type: |
RIA |
Description
Mark Teerlinck a financial professional at Avant-Garde Advisors LLC, a $123M dollar RIA based in Southeast Denver, CO. Mark has held an industry securities registration for 4 years and is subject to SEC oversight.
BrightScope Advisor Metrics
Answers and Guides
Level 13
Level 13 Contributor
9 Answers and 0 Financial Guides
Top Answers
Answered Jul 31, 2012
near Denver, CO
Robert- Another easy way is to view an aggregated position, such AGG (which is an iShares Aggregate Bond Index ETF). You can easliy view performance on any financial website; just be careful when comparing as this most likely will not be apples to apples.
...(more)
Robert- Another easy way is to view an aggregated position, such AGG (which is an iShares Aggregate Bond Index ETF). You can easliy view performance on any financial website; just be careful when comparing as this most likely will not be apples to apples.
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Answered Jul 26, 2012
near Denver, CO
Another new popular option is peer to peer lending. Try looking at sites such as LendingClub.com.
Answered Jul 26, 2012
near Denver, CO
I agree with many of the listed answers, but in my opinion, there are two critical questions that must be answered.
Number 1- what does your (the advisor) compensation look like? A lot can be said about an advisor's recommendations by HOW he or she
...(more)
I agree with many of the listed answers, but in my opinion, there are two critical questions that must be answered.
Number 1- what does your (the advisor) compensation look like? A lot can be said about an advisor's recommendations by HOW he or she is paid. I believe a fee-only advisor's advice is unbiased whereas a commision advisor's advice may be linked to a sale.
Number 2- what factors would influnce the advisor to SELL. Most anyone can tell you what to BUY, yet very few utilizes strategies for selling. Again, this concept may be linked to the compensation of the advisor.
As a consumer, you can never ask enough questions, so continue the education process until you're satisfied!
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Top Guides
Mark Teerlinck has not contributed any Financial Guides on Financial Q&A.
*Answers and guides are provided without compensation.
Firm Client Types
|
Individuals |
|
High Net Worth Individuals |
|
Pension and Profit Sharing Plans |
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Corporations or Other Businesses |
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Charitable Organizations |
*The Client Types data displayed is firm level data as reported on the SEC ADV filing.
Experience and Employment History
| Employer |
Years |
Dates |
|
Dba Cs Planning
|
3 years, 6 months
|
Nov 2009 -
Present
|
|
Prestige Planning, Inc.
|
3 years, 6 months
|
Nov 2009 -
Present
|
|
Purshe Kaplan Sterling Investments
|
3 years, 6 months
|
Nov 2009 -
Present
|
|
LPL Financial LLC
|
1 year, 4 months
|
Jun 2008 -
Oct 2009
|
|
Country Capital
|
1 year, 3 months
|
Feb 2007 -
May 2008
|
|
University of Wyoming
|
1 year, 11 months
|
Jan 2005 -
Dec 2006
|
|
The Texas Roadhouse Restaurant
|
3 months
|
May 2003 -
Aug 2003
|
|
University of North Colorado
|
5 years, 4 months
|
Aug 1999 -
Dec 2004
|
*Experience and Employment History information reflects the past 10
years of employment as reported on the SEC ADV filing as of 08/24/2010, and is not a complete representation of the advisor's experience and
employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm
and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.
Licenses and Conduct
| Regulator |
|
|
|
License Status
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Registered
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Not registered
|
|
Disclosures
|
|
|
| As of Date |
08/24/2010
|
08/03/2012
|
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.
Advisor Exams
| Exam |
Series |
Passed Date |
| Uniform Combined State Law Examination |
Series 66 |
08/20/2010 |
| General Securities Representative Examination |
Series 7 |
04/23/2009 |
| Uniform Securities Agent State Law Examination |
Series 63 |
02/14/2008 |
| Investment Company Products/Variable Contracts Representative Examination |
Series 6 |
02/01/2008 |
Firm Compensation Arrangements
Fee Only
Advisor
This firm has certified that they are compensated solely by their clients,
and do not accept commissions or compensation of any kind based on the products they recommend.
Types of Compensation Arrangements