Peter DochinezCRD Number: 1062112
Current Firm: Trustmont Advisory Group, Inc.
Peter Dochinez (CRD# 1062112) 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. Peter Dochinez 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.
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|Trustmont Advisory Group, Inc.||Greensburg, PA||Dec 1997 - Current||20|
|Trustmont Financial Group, Inc.||Greensburg, PA||Jan 2000 - Apr 2014||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1982|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
- Regulatory Event
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