John Millon, financial advisor Greensburg PA

John Millon

CRD 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 26 years of experience in the finance industry.

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Company Name Location Dates Years
Trustmont Financial Group, Inc. Greensburg, PA Aug 2004 - Current 19
Trustmont Advisory Group, Inc. Greensburg, PA Aug 2004 - Current 19
John F. Millon & Co P.c. Havertown, PA Dec 1987 - Current 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
Contact Info for John F. Millon
Phone Number: 724-468-5665
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    919
    MILLIONS
  • Total Number of Accounts
    5,109
    ACCOUNTS
  • Average Account Value
    $179,967
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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