Ronald Panichelle (CRD# 1005385) is an Investment Advisor Representative working at Mutual Advisors, LLC in Latrobe, PA and has over 41 years of experience in the finance industry.
CRD# 1523919
Trustmont Advisory Group, Inc.
CRD# 2799510
Osaic Wealth, Inc.
CRD# 4700067
Trustmont Advisory Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Securities, Inc. | Camarillo, CA | Oct 2019 - Current | 4 |
| Mutual Advisors, LLC | Casper, WY | Oct 2019 - Current | 4 |
| Nationwide Advisory Services, Inc. | Greensburg, PA | Mar 1986 - Oct 2019 | 33 |
| Nationwide Ins. Co | Columbus, OH | Mar 1986 - Oct 2019 | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1982 |
- PA
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Total Assets Under Management6,947MILLIONS
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Total Number of Accounts20,381ACCOUNTS
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Average Account Value$340,863
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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