Mary Petrucci (CRD# 2980671) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Confluence, PA and has over 26 years of experience in the finance industry.
CRD# 1222883
Centaurus Financial, Inc.
CRD# 5674335
Lpl Financial LLC
CRD# 2194211
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trustmont Financial Group, Inc. | Greensburg, PA | Jan 2000 - Current | 24 |
| Self Employed | Greensburg, PA | Dec 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1998 |
| S65 | NASAA Investment Advisors Law Examination | May 1999 |
- PA
-
Total Assets Under Management919MILLIONS
-
Total Number of Accounts5,109ACCOUNTS
-
Average Account Value$179,967
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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