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Sue H Patrick

Trustmont Advisory Group, Inc.

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About Sue H Patrick

Sue H. Patrick is a Registered Representative with Trustmont Advisory Group, Inc. and is licensed to provide financial services in Florida, Georgia, Tennessee and Washington. Sue has been working in the financial industry for over 20 years, starting her career in 2000. Sue is currently also a Registered Investment Advisor. Prior to joining Trustmont Advisory Group, Inc., Sue was a Registered Representative with Avantax Investment Services, Inc. Sue has a broad range of experience in financial services, including financial planning, retirement planning, education planning, and insurance planning.

Firm Information

Sue Patrick 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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Sue Patrick’s Registration & Firm History

TN

12/02/2022 - Present

Trustmont Advisory Group, Inc. (WOODBURY TN)

TN

09/08/2000 - 11/30/2022

AVANTAX INVESTMENT SERVICES, INC. (WOODBURY TN)

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Licenses & Designations

BC

Issued 10/09/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/2003

Series 7 - General Securities Representative Examination

BC

Issued 09/07/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sue H Patrick.
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