Nancy Bennett, financial advisor Latrobe PA
90 score

Nancy Bennett

CRD 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.

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Professional Designations
Company Name Location Dates Years
Trustmont Advisory Group, Inc. Greensburg, PA Jan 2010 - Current 6
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

Nancy Bennett has no recent exams reported.
Contact Info for Nancy E. Bennett
Phone Number: 724-468-5665
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    439
    MILLIONS
  • Total Number of Accounts
    4,300
    ACCOUNTS
  • Average Account Value
    $102,093
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, CT, FL, IL, IN, MA, MI, MN, MO, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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