Wayne Segear, financial advisor Essex Junction VT
93 score

Wayne Segear

CRD Number: 4548238
Current Firm: Trustmont Advisory Group, Inc.

Wayne Segear (CRD# 4548238) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Essex Junction, VT and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Trustmont Financial Group, Inc. Greensburg, PA Aug 2014 - Current 2
Trustmont Advisory Group, Inc. Greensburg, PA Aug 2014 - Current 2
Inspire Wealth Group Essex Junction, VT Jun 2012 - Current 4
Ellsworth Segear & Company Essex Junction, VT Jan 2007 - Current 9
Financial Coaching Services, Inc. Essex Junction, VT Jan 2007 - Current 9
Ing Financial Partners Essex Junction, VT Jan 2004 - Aug 2014 10
Wayne Segear Dba Segear Asset Management Essex Junction, VT Jan 2003 - Dec 2006 3
Lisa Ellsworth Segear, Cpa Essex Junction, VT Jan 2002 - Dec 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2002
Contact Info for Wayne S. Segear
Phone Number: 724-468-5665
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    439
    MILLIONS
  • Total Number of Accounts
    4,300
    ACCOUNTS
  • Average Account Value
    $102,093
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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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