John Stone (CRD# 2905606) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 26 years of experience in the finance industry.
CRD# 1498908
Robert W. Baird & Company Incorporated
CRD# 1523919
Trustmont Advisory Group, Inc.
CRD# 6747556
Mml Investors Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Trustmont Financial Group, Inc. | Greensburg, PA | Jan 2015 - Current | 9 |
Trustmont Advisory Group, Inc. | Greensburg, PA | Jan 2015 - Current | 9 |
State University Of New York (suny) Fredonia | Fredonia, NY | Aug 2014 - Current | 9 |
Gannon University | Erie, PA | Jan 2014 - Current | 10 |
John C Stone | Erie, PA | May 1996 - Current | 28 |
Penn State Erie | Erie, PA | Sep 1991 - Dec 2015 | 24 |
Penn State Behren | Erie, PA | Jan 1991 - Dec 2015 | 24 |
Waddell & Reed, Inc. | Erie, PA | May 2011 - Dec 2014 | 3 |
Various Insurance Carriers For W&r Insurance Agencies | Erie, PA | May 2011 - Dec 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1997 |
S65 | NASAA Investment Advisors Law Examination | Oct 1997 |
- PA
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Total Assets Under Management919MILLIONS
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Total Number of Accounts5,109ACCOUNTS
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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)
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