Mark has over 25 years of experience in the Financial Services industry. He holds the following FINRA licenses: Series 7– General Securities Representative, Series 63 – Uniform Securities Agent State Law Examination and Series 65 – Uniform Investment Adviser State Law Examination with LPL Financial. Mark also holds a Life & Health Insurance and Variable Annuities license. Mark is a CPFA, (Certified Plan Fiduciary Advisor), a NQPA (Non-Qualified Plan Advisor), a Wealth Manager and LPL Financial Advisor for the Northbridge Financial Group in Tampa, Florida. He specializes in helping clients in the understanding, implementation, and management of their financial goals through comprehensi

Mark Terwilliger
Wealth Manager/ Financial Advisor
Northbridge Financial Group
United States, Florida, Tampa
About Me
Profile Information
Wealth Manager/ Financial Advisor
Northbridge Financial Group
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Tampa
Florida
United States
Jan 14, 2025
Work Experience
Terwilliger Wealth Management (Broker/Dealer Fintegra, LLC)
Wealth Manager/Financial Advisor Apr 2010 - Aug 2015
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