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Emmet Francis Martin

Trustmont Advisory Group, Inc.

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About Emmet Francis Martin

Emmet Martin is a financial advisor with over 20 years of experience in the industry. Emmet is registered with Trustmont Advisory Group, Inc. Emmet's experience includes a history of working with individuals and high-net-worth clients. Emmet is also a Registered Options Principal, a General Securities Principal, and an Investment Company Products/Variable Contracts Principal. Emmet has a deep understanding of the financial markets and is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

Emmet Martin 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Emmet Martin’s Registration & Firm History

PA

08/23/2010 - Present

Trustmont Advisory Group, Inc. (GREENSBURG PA)

SC

09/15/2009 - 08/13/2010

RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENVILLE SC)

SC

09/18/2008 - 09/17/2009

CAPITAL INVESTMENT GROUP, INC. (GREENVILLE SC)

SC

07/13/2007 - 09/17/2008

SUNTRUST INVESTMENT SERVICES, INC. (SPARTANBURG SC)

SC

07/01/2003 - 07/12/2007

WACHOVIA SECURITIES, LLC (GREENVILLE SC)

NY

06/16/2000 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

06/29/1998 - 07/13/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 07/13/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/02/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/04/2008

Series 4 - Registered Options Principal Examination

BC

Issued 06/25/2008

Series 24 - General Securities Principal Examination

BC

Issued 04/15/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/1998

Series 31 - Futures Managed Funds Examination

BC

Issued 06/26/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Emmet Francis Martin. Review regulatory record here.
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