Nancy BennettCRD Number: 4614190
Current Firm: Trustmont Advisory Group, Inc.
Nancy Bennett (CRD# 4614190) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Latrobe, PA and has 1 year of experience in the finance industry. Nancy Bennett 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.
Trustmont Advisory Group, Inc.
Cadaret Grant & Co Inc.
|Trustmont Advisory Group, Inc.||Greensburg, PA||Jan 2010 - Current||7|
|Nancy E. Bennett, Cpa||Latrobe, PA||Nov 1996 - Current||20|
|Medallion Advisory Services, LLC||Severna Park, MD||Jan 2009 - Dec 2009||< 1|
|Nancy E. Bennett||Latrobe, PA||Aug 1997 - Dec 2008||11|
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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