Steven HagofskyCRD Number: 1348049
Current Firm: Trustmont Advisory Group, Inc.
Steven Hagofsky (CRD# 1348049) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 32 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Staley Capital Advisers Inc.
Xpyria Investment Advisors, Inc.
|Trustmont Advisory Group, Inc.||Greensburg, PA||Jan 2008 - Current||10|
|Trustmont Financial Group, Inc.||Greensburg, PA||Jul 2007 - Current||10|
|Legacy Financial Services||Petaluma, CA||Dec 2005 - Jul 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1985|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
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
AZ, CA, CO, CT, FL, IL, IN, MA, MI, MN, MO, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT