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Vernon Hunter Coates

Trustmont Advisory Group, Inc.

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About Vernon Hunter Coates

Vernon Hunter Coates II is an investment advisor representative with Trustmont Advisory Group, Inc. Vernon Hunter Coates II has been in the industry since June 2010. Vernon Hunter Coates II is a registered representative in Iowa. Vernon Hunter Coates II also holds the Series 7, Series 66, and Series 24 licenses. Vernon Hunter Coates II's firm, Trustmont Advisory Group, Inc., provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.

Firm Information

Vernon Coates 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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Vernon Coates’s Registration & Firm History

PA

02/04/2021 - Present

Trustmont Advisory Group, Inc. (GREENSBURG PA)

IA

05/14/2009 - 12/22/2019

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)

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Licenses & Designations

BOTH

Issued 09/24/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/10/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Vernon Hunter Coates.
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