John DallerCRD Number: 1311832
Current Firm: Trustmont Advisory Group, Inc.
John Daller (CRD# 1311832) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Murrysville, PA and has over 32 years of experience in the finance industry.
Lpl Financial LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Trustmark Financial Group, Inc.||Greensburg, PA||Jan 2000 - Current||17|
|Dollar Financial Service||Murrysville, PA||Nov 1989 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1984|
|S65||NASAA Investment Advisors Law Examination||Nov 2002|
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
AZ, CA, CO, CT, FL, IL, IN, MA, MI, MN, MO, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT