James EmanuelCRD Number: 1057430
Current Firm: Trustmont Advisory Group, Inc.
James Emanuel (CRD# 1057430) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 34 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Staley Capital Advisers Inc.
Xpyria Investment Advisors, Inc.
|Trustmont Financial Group, Inc.||Greensburg, PA||Feb 2012 - Current||5|
|Trustmont Advisory Group, Inc.||Greensburg, PA||Feb 2012 - Current||5|
|Lincoln Financial Securities Corp||Pittsburgh, PA||Jul 2008 - Feb 2012||3|
|Jefferson Pilot Securities Corporation||Pittsburgh, PA||Sep 1998 - Jun 2008||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1982|
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
AZ, CA, CO, CT, FL, IL, IN, MA, MI, MN, MO, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT