Alissa Conklin, financial advisor Greensburg PA

Alissa Conklin

CRD Number: 3262147
Current Firm: Trustmont Advisory Group, Inc.

Alissa Conklin (CRD# 3262147) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 24 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Trustmont Advisory Group, Inc. Greensburg, PA Jan 2007 - Current 17
Trustmont Financial Group, Inc. Greensburg, PA Aug 2004 - Current 19
Appelman Financial Bloomsburg, PA Jul 1999 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2000
S65 NASAA Investment Advisors Law Examination Jul 2005
Contact Info for Alissa L. Conklin
Phone Number: 724-468-5665
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    919
    MILLIONS
  • Total Number of Accounts
    5,109
    ACCOUNTS
  • Average Account Value
    $179,967
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, IA, IL, IN, MA, MD, MI, MN, MO, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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