David
Macmillan
Trustmont Advisory Group, Inc
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About this Advisor
David Macmillan is a financial advisor based in Glen Mills, Pennsylvania, working with Trustmont Advisory Group, Inc. David has previously held positions at Minnesota Life Insurance Company, David R. Macmillan CPA, Legacy Planning, Trustmont Financial Group, Inc, and Trustmont Advisory Group, Inc. David has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, David is part of Trustmont Advisory Group, Inc, which operates out of Glen Mills, Pennsylvania. The firm has 50 offices and 64 employees. The firm manages assets totaling $919.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Trustmont Advisory Group, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trustmont Advisory Group, Inc Brokerage Details
$919,449,401
64
5,109
$179,967
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
David Macmillan Work History
Trustmont Financial Group, Inc
Trustmont Advisory Group, Inc
Mineesota Life Insurance Company
Legacy Planning
David R. Macmillan Cpa
Disclosures
Please visit the SEC profile of David Macmillan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trustmont Advisory Group, Inc
Greensburg, PA
Greensburg, PA
Monroeville, PA
Greensburg, PA
Greensburg, PA
Greensburg, PA
Greensburg, PA
Greensburg, PA
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