Elaine BohatchCRD Number: 1451083
Current Firm: Trustmont Advisory Group, Inc.
Elaine Bohatch (CRD# 1451083) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 21 years of experience in the finance industry. Elaine Bohatch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
C.b. Bond Financial Planning, Inc.
Staley Capital Advisers Inc.
Xpyria Investment Advisors, Inc.
|Trustmont Financial Group, Inc.||Greensburg, PA||Jun 2011 - Current||6|
|Trustmont Advisory Group, Inc.||Greensburg, PA||Jun 2011 - Current||6|
|First Commonwealth||Greensburg, PA||Jan 2008 - Current||9|
|Tiaa-cref Individual And Institutional Services, Inc.||Oakland, PA||Nov 2007 - Dec 2008||1|
|First Commonwealth Bank -trust Division||Greensburg, PA||Mar 2004 - Oct 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1996|
|S65||NASAA Investment Advisors Law Examination||Dec 1998|
Total Assets Under Management439MILLIONS
Total Number of Accounts4,300ACCOUNTS
Average Account Value$102,093
- 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
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