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Laura Jean Abbott decarolis

Trustmont Advisory Group, Inc.

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About Laura Jean Abbott decarolis

Laura Abbott decarolis is a Registered Representative and Investment Advisor Representative with Trustmont Advisory Group, Inc. Laura is a Certified Financial Planner and has been in the financial industry since 1986. She is registered to sell securities in 17 states, including Pennsylvania. Laura's specializations include retirement planning, financial planning, and investment advisory services. She is also a licensed insurance agent, specializing in accident and health, equity indexed annuities, life insurance and fixed annuities. Laura is also a member of the board of Trustmont Financial Group.

Firm Information

Laura Abbott decarolis 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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Laura Abbott decarolis’s Registration & Firm History

PA

09/27/2002 - Present

Trustmont Advisory Group, Inc. (GREENSBURG PA)

NY

08/19/1986 - 02/10/1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/16/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Laura Jean Abbott decarolis.
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