John MillonCRD Number: 2996423
Current Firm: Trustmont Advisory Group, Inc.
John Millon (CRD# 2996423) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 20 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||Aug 2004 - Current||13|
|Trustmont Advisory Group, Inc.||Greensburg, PA||Aug 2004 - Current||13|
|John F. Millon & Co P.c.||Havertown, PA||Dec 1987 - Current||30|
|American Eagle Mortgage Company||Lansdowne, PA||Jan 2002 - Jan 2012||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1998|
Total Assets Under Management498MILLIONS
Total Number of Accounts4,300ACCOUNTS
Average Account Value$115,814
- 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, WA