linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Alissa Lynne Conklin

Trustmont Advisory Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Alissa? Claim Your Profile

About Alissa Lynne Conklin

Alissa Conklin is a financial advisor with over 23 years of experience in the industry. She currently works for Trustmont Advisory Group, Inc., a financial firm based in Greensburg, Pennsylvania. Alissa holds the Series 6, Series 63, and Series 65 licenses, as well as the SIE exam. She is also a Chartered Financial Consultant. Alissa is a Registered Paraplanner and a registered tax return preparer. Alissa provides financial planning services to individuals and families. She also manages investment portfolios for individuals. Alissa's clients are primarily high-net-worth individuals.

Firm Information

Alissa Conklin is currently registered with Trustmont Advisory Group, Inc.. Trustmont Advisory Group, Inc. is a Pennsylvania-based investment advisory firm with over 50 licensed agents. They provide financial planning, pension consulting, portfolio management for individuals, and selection of other advisers. The firm manages over $919 million in assets for over 5,000 clients, including high-net-worth individuals and other individuals.
Trustmont Advisory Group, Inc.

SCENIC DRIVE PROFESSIONAL CENTER

GREENSBURG, PA 15601

$919.45M

Assets Under Management

29

Total Clients

54

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Alissa Conklin’s Registration & Firm History

PA

01/29/2007 - Present

Trustmont Advisory Group, Inc. (GREENSBURG PA)

PA

04/24/2000 - 07/28/2004

HACKETT ASSOCIATES, INC. (WYOMISSING PA)

Not sure if Alissa Lynne Conklin is right for you?

Licenses & Designations

IA

Issued 07/28/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/16/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alissa Lynne Conklin.
Not sure if Alissa Lynne Conklin is right for you?