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Bruce Wallace Hartman

Trustmont Financial Group, Inc.

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About Bruce Wallace Hartman

Bruce Wallace Hartman is a financial advisor who has been in the industry since April 20, 1982. Bruce is currently registered with Trustmont Financial Group, Inc. and has been with the firm since January 19, 2010. Bruce has previously worked with Fortunes Financial Services, Inc., WFG Investments, Inc., Pro-Integrity Securities, Inc., Hackett Associates, Inc., INA Security Corporation, and Metropolitan Life Insurance Company. Bruce is a Series 63, Series 6, Series 1, and SIE licensed advisor and is registered in Maryland, Pennsylvania, and West Virginia.

Firm Information

Bruce Hartman is currently registered with Trustmont Financial Group, Inc.. Trustmont Financial Group, Inc. is a Corporation that was formed on June 16, 1986. It is registered in 51 states and with the SEC, and it is approved and in good standing.

Not reported

Assets Under Management

Not reported

Total Clients

19

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.

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.

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Bruce Hartman’s Registration & Firm History

PA

01/19/2010 - Present

Trustmont Financial Group, Inc. (GREENSBURG PA)

PA

11/22/2006 - 12/31/2009

FORTUNE FINANCIAL SERVICES, INC. (IRWIN PA)

TX

01/03/2005 - 11/03/2006

WFG INVESTMENTS, INC. (DALLAS TX)

TX

08/17/2004 - 12/31/2004

PRO-INTEGRITY SECURITIES, INC. (LONGVIEW TX)

PA

11/27/1990 - 08/13/2004

HACKETT ASSOCIATES, INC. (WYOMISSING PA)

MO

07/29/1987 - 10/30/1989

INA SECURITY CORPORATION (KANSAS CITY MO)

NA

12/19/1973 - 06/02/1980

METROPOLITAN LIFE INSURANCE COMPANY

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Licenses & Designations

BC

Issued 05/27/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/13/1973

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bruce Wallace Hartman.
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