William
Johnston
Trustmont Advisory Group, Inc
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About this Advisor
William Johnston is a financial advisor based out of Bethel Park, Pennsylvania who has 7 years of relevant experience. Johnston is currently employed by Trustmont Advisory Group, Inc. Throughout their career, Johnston has worked at Harvest Financial Corporation and Trustmont Financial Group, Inc. Johnston has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania. Trustmont Advisory Group, Inc is a registered investment company that has its headquarters in Greensburg, PA. The investment advisory business has offices in 47 locations and a total of 60 employees. It handles $723 million in assets under management between its 4,660 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 4,660 accounts, just 3% are held by high-net-worth investors who have greater than $1 million in investable assets. Trustmont Advisory Group, Inc performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services usually depend on which services the firm provides the client. However, fee types billed by Trustmont Advisory Group, Inc can be comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trustmont Advisory Group, Inc Brokerage Details
$722,784,317
60
4,660
$155,104
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
William Johnston Work History
William has been registered as a financial advisor for 7 years.*
Trustmont Financial Group, Inc
Harvest Financial Corporation
*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.
Disclosures
Please visit the SEC profile of William Johnston to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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