Merle KoonCRD Number: 1027600
Current Firm: Trustmont Advisory Group, Inc.
Merle Koon (CRD# 1027600) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 35 years of experience in the finance industry. Merle Koon 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||May 2009 - Current||8|
|Trustmont Advisory Group, Inc.||Greensburg, PA||May 2009 - Current||8|
|Lincoln Financial Advisors||Sewickley, PA||Apr 2007 - Apr 2009||2|
|Unemployed||Baden, PA||Aug 2006 - Apr 2007||< 1|
|Synergetics Installations Worldwide, Inc.||Portsmouth, NH||Mar 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1982|
|S66||NASAA Uniform Combined State Law Examination||Mar 2007|
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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