Steven Leach (CRD# 1483809) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Indiana, PA and has over 38 years of experience in the finance industry.
CRD# 1523919
Trustmont Advisory Group, Inc.
CRD# 4700067
Trustmont Advisory Group, Inc.
CRD# 6113430
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trustmont Financial Group, Inc. | Greensburg, PA | Nov 2022 - Current | 1 |
| Trustmont Financial Group, Inc. | Greensburg, PA | Sep 2020 - Current | 3 |
| Unemployed | Indiana, PA | Oct 2019 - Current | 4 |
| Investacorp Inc. | Miami, FL | Jan 2015 - Oct 2019 | 4 |
| Investacorp Advisory Services | Miami, FL | Jan 2015 - Oct 2019 | 4 |
| Unemployed | Indiana, PA | Dec 2014 - Jan 2015 | < 1 |
| Investment Professionals, Inc. | Indiana, PA | Nov 2006 - Dec 2014 | 8 |
| S&t Insurance Group, LLC | Indiana, PA | May 2005 - Dec 2014 | 9 |
| S & T Investment Management And Trust | Indiana, PA | Sep 1995 - Dec 2014 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1986 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
- PA
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Total Assets Under Management919MILLIONS
-
Total Number of Accounts5,109ACCOUNTS
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Average Account Value$179,967
- 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
- Selection of other advisers (including private fund managers)
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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