Kenneth Trimbath (CRD# 6610738) is an Investment Advisor Representative working at Mcdowell Associates Investments, LP in Greensburg, PA and has over 8 years of experience in the finance industry.
CRD# 1498908
Robert W. Baird & Company Incorporated
CRD# 1523919
Trustmont Advisory Group, Inc.
CRD# 6747556
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kattan Ferretti Financial LP | Greensburg, PA | Feb 2016 - Current | 8 |
| Self Employed | Portage, PA | Feb 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
- PA
-
Total Assets Under Management24MILLIONS
-
Total Number of Accounts145ACCOUNTS
-
Average Account Value$165,517
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
PA
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