Paul WestonCRD Number: 1339194
Current Firm: Trustmont Advisory Group, Inc.
Paul Weston (CRD# 1339194) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Elderton, PA and has over 33 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Gierl Augustine Investment Management, Inc.
State Farm Investment Management Corp.
|Trustmont Advisory Group, Inc.||Greensburg, PA||Jan 2010 - Current||8|
|Trustmont Financial Group||Greensburg, PA||Jul 2007 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1985|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management498MILLIONS
Total Number of Accounts4,300ACCOUNTS
Average Account Value$115,814
- 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, WA