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Robert Clinton Turner

Trustmont Advisory Group, Inc.

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About Robert Clinton Turner

Robert Clinton Turner is a financial advisor with Trustmont Advisory Group, Inc., with over 30 years of experience in the financial services industry. Robert has a strong background in providing financial planning and portfolio management services to individuals and families. Robert also holds a Series 7 and Series 63 licenses, as well as a Series 65 license and the SIE exam. Robert's commitment to providing excellent service and personalized attention has earned him a reputation for being a trusted advisor.

Firm Information

Robert Turner 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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Robert Turner’s Registration & Firm History

PA

08/28/2018 - Present

Trustmont Advisory Group, Inc. (GREENSBURG PA)

PA

01/21/2005 - 03/25/2011

NEXT FINANCIAL GROUP, INC. (HERMITAGE PA)

OH

05/17/2002 - 01/14/2005

WRP INVESTMENTS, INC. (YOUNGSTOWN OH)

MN

04/18/1989 - 06/04/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

04/18/1989 - 06/04/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 08/28/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/20/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Clinton Turner.
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