Walter Pachniuk (CRD# 1373103) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 38 years of experience in the finance industry. Walter Pachniuk 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.
CRD# 1498908
Robert W. Baird & Company Incorporated
CRD# 1523919
Trustmont Advisory Group, Inc.
CRD# 6747556
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trustmont Advisory Group, Inc. | Greensburg, PA | Jul 2008 - Current | 15 |
| Trustmont Financial Group, Inc. | Greensburg, PA | Jan 2005 - Current | 19 |
| The Advisers Trust, LLC | Newtown, CT | Dec 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1986 |
- CT
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Total Assets Under Management919MILLIONS
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Total Number of Accounts5,109ACCOUNTS
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Average Account Value$179,967
- 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
- Selection of other advisers (including private fund managers)
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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