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 18 years of experience in the finance industry.
Courter Financial, LLC
|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||49|
|Professional Planning Consultants||State College, PA||Sep 1967 - Current||49|
|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
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