Kelly Perney (CRD# 6865015) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in New Alexandria, PA and has over 5 years of experience in the finance industry.
CRD# 1523919
Trustmont Advisory Group, Inc.
CRD# 2799510
Osaic Wealth, Inc.
CRD# 4700067
Trustmont Advisory Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mosaic Wealth Consulting | New Alexandria, PA | Oct 2017 - Current | 6 |
| Indiana First Savings Bank | Greensburg, PA | Oct 2016 - Oct 2017 | 1 |
| First Commonwealth Bank | Greensburg, PA | Jun 2010 - Oct 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- PA
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Total Assets Under Management37,134MILLIONS
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Total Number of Accounts103,063ACCOUNTS
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Average Account Value$360,303
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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