Louis Mammana, financial advisor Easton PA
90 score

Louis Mammana

CRD Number: 5995220
Current Firm: Private Advisor Group, LLC

Louis Mammana (CRD# 5995220) is an Investment Advisor Representative working at Private Advisor Group, LLC in Easton, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Easton, PA Jul 2014 - Current 2
Private Advisor Group, LLC Morristown, NJ Jul 2014 - Current 2
Valley National Investments, Inc. Bethlehem, PA Sep 2011 - Jul 2014 2
Andesa Services, Inc. Allentown, PA Dec 2007 - Sep 2011 3
Keystone Nazareth Bank & Trust Bethlehem, PA Feb 2007 - Dec 2007 < 1
Lafayette Bank & Trust Easton, PA Dec 2006 - Feb 2007 < 1
Fulton Bank West Goshen, PA Aug 2005 - Dec 2006 1
West Chester University West Chester, PA Aug 2002 - Dec 2006 4
Wegmans Nazareth, PA Aug 2003 - Sep 2006 3
Student Services, Inc. West Chester, PA Sep 2005 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Louis G. Mammana
Phone Number: 973-538-7010
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    10,642
    MILLIONS
  • Total Number of Accounts
    48,558
    ACCOUNTS
  • Average Account Value
    $219,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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