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William Christopher Johnston

Trustmont Advisory Group, Inc.

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About William Christopher Johnston

William Johnston is an investment advisor representative with Trustmont Advisory Group, Inc. William has been in the financial services industry since August 1982. He currently holds registrations with FINRA, Series 63, Series 65, Series 7 and SIE. William has held previous registrations with HARVEST FINANCIAL CORPORATION, THOMSON MCKINNON SECURITIES INC., BUTCHER & SINGER INC. and FINANCIAL ESTATE PLANNING. William is located in Bethel Park, PA. The firm has offices in Bethel Park and Greensburg, PA. William is a Registered Representative with Trustmont Advisory Group, Inc.

Firm Information

William Johnston 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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William Johnston’s Registration & Firm History

PA

10/18/2016 - Present

Trustmont Advisory Group, Inc. (BETHEL PARK PA)

SC

01/13/1988 - 12/11/2014

HARVEST FINANCIAL CORPORATION (FORT MILL SC)

NY

06/03/1986 - 01/30/1988

THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)

NA

08/06/1982 - 06/02/1986

BUTCHER & SINGER INC.

NA

06/28/1982 - 08/03/1982

FINANCIAL ESTATE PLANNING

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Licenses & Designations

IA

Issued 10/05/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/17/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Christopher Johnston. Review regulatory record here.
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