Laura Abbott Decarolis, financial advisor Greensburg PA

Laura Abbott Decarolis

CRD Number: 1523919
Current Firm: Trustmont Advisory Group, Inc.

Laura Abbott Decarolis (CRD# 1523919) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 37 years of experience in the finance industry. Laura Abbott Decarolis 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 Financial Group, Inc. Greensburg, PA May 2004 - Current 19
Trustmont Advisory Group, Inc. Greensburg, PA May 2004 - Current 19
Horizon Financial Advisors Monroeville, PA Mar 1991 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1986
S65 NASAA Investment Advisors Law Examination Dec 1992
Contact Info for Laura J. Abbott Decarolis
Phone Number: 724-468-5665
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    919
    MILLIONS
  • Total Number of Accounts
    5,109
    ACCOUNTS
  • Average Account Value
    $179,967
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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