Trustmont Advisory Group, Inc
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About this Advisor
Lynn Appelman is a certified financial planner and chartered financial consultant working in Bloomsburg, Pennsylvania who has 19 years of relevant experience. Appelman is an advisor for Trustmont Advisory Group, Inc. Over the course of their career, they have held roles at Trustmont Financial Group, Inc and Trustmont Advisory Group, Inc. Appelman has a Series 63 license, designating them as a securities representative, and is registered to serve investors in Pennsylvania. Trustmont Advisory Group, Inc is a firm that has its headquarters in Greensburg, PA. The investment advisory business has offices in 47 locations and a total of 60 financial advisors. It manages $723 million in total assets between its 4,660 customer accounts, placing it among the larger firms in the United States by assets under management. Of its 4,660 accounts, just 3% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees depend on which services the firm provides the client. Fees billed by Trustmont Advisory Group, Inc can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
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Trustmont Advisory Group, Inc Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Lynn Appelman Work History
Lynn has been registered as a financial advisor for 19 years.*
Trustmont Financial Group, Inc
Trustmont Advisory Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Lynn Appelman 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
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.