Trustmont Advisory Group, Inc.
Trustmont Advisory Group, Inc. (CRD# 106015) is a financial advisory firm headquartered in Greensburg, PA. They manage $722,784,317 in 4,660 accounts and serve the financial needs of clients across 26 states (or territories).
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Total Assets Under Management723MILLION
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Total Number of Accounts4,660ACCOUNTS
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Average Account Value$155,104
- 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
Lawrence Hamilton (CRD# 1667988) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Wilkes-barre, PA and has over 36 years of experience in the finance industry. Lawrence Hamilton 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.
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.
Michelle Adelsperger (CRD# 4700067) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 20 years of experience in the finance industry.
Sara Alley (CRD# 2390896) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 30 years of experience in the finance industry.
Kirk Allison (CRD# 2352356) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 30 years of experience in the finance industry.
Lynn Appelman (CRD# 1209925) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Bloomsburg, PA and has over 40 years of experience in the finance industry. Lynn Appelman 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.
James Ault (CRD# 1439447) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Beaver Falls, PA and has over 38 years of experience in the finance industry.
Donald Barzak (CRD# 1856590) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 17 years of experience in the finance industry.
Simler Batcheler (CRD# 1171511) 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. Simler Batcheler 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.
Michael Benefield (CRD# 6779420) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 6 years of experience in the finance industry.