Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Francis Millon is a financial advisor registered with Trustmont Advisory Group, Inc., a Registered Investment Advisor (RIA) firm. John has been in the financial services industry since 1998. John works out of the Greensburg, PA office of Trustmont Advisory Group, Inc. John is a Certified Public Accountant (CPA) and the owner of John F. Millon & Co. P.C., a CPA firm.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
08/30/2004 - Present
Trustmont Advisory Group, Inc. (GREENSBURG PA)
PA
01/23/1998 - 08/13/2004
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
BC
Issued 01/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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