Keeyan Zimmerman (CRD# 6947634) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Bloomsburg, PA and has over 2 years of experience in the finance industry.
CRD# 1686947
Lpl Financial LLC
CRD# 4216145
Cetera Investment Advisers LLC
CRD# 5972226
Good Life Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trustmont Advisory Group, Inc. | Greensburg, PA | Jan 2022 - Current | 2 |
| Appelman Financial | Bloomsburg, PA | Nov 2020 - Current | 3 |
| Trustmont Financial Group, Inc. | Greensburg, PA | Nov 2020 - Current | 3 |
| Capstone Logistics | Milton, PA | Nov 2014 - Feb 2021 | 6 |
| Original Italian Pizza | Millville, PA | Aug 2012 - Nov 2014 | 2 |
| Millville Area Jr/sr High School | Millville, PA | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- PA
-
Total Assets Under Management919MILLIONS
-
Total Number of Accounts5,109ACCOUNTS
-
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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