Benjamin AmatoCRD Number: 864493
Current Firm: Trustmont Advisory Group, Inc.
Benjamin Amato (CRD# 864493) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in State College, PA and has over 19 years of experience in the finance industry.
Courter Financial, LLC
J. W. Cole Advisors, Inc.
|Trustmont Financial Group, Inc.||Greensburg, PA||Feb 2011 - Current||6|
|Trustmont Advisory Group, Inc.||Greensburg, PA||Feb 2011 - Current||6|
|Amato Associates Insurance||State College, PA||Oct 1967 - Current||50|
|Professional Planning Consultants||State College, PA||Sep 1967 - Current||50|
|Capital Analysts, Incorporated||State College, PA||Oct 1992 - Feb 2011||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
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