C Gene Pavlikowski

Trustmont Advisory Group, INC.

31 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningBusiness Owners

Trustmont Advisory Group, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

63 advisors

Number of Clients

3,945 clients

Average Client Portfolio

$285K average

Assets Under Management

$1.1B

Fee Structure

Location

Johnstown, PA

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

C is an insurance agent selling life, health, and accident insurance, dedicating minimal time to this activity.

Employment History

Current Registrations

Trustmont Advisory Group, INC.

January 2017 - Present · 9 yrs 1 mo

Trustmont Financial Group, INC.Broker

January 2017 - Present · 9 yrs 1 mo

Trustmont Financial Group, INC.

January 2017 - Present · 9 yrs 1 mo

Previous Registrations

Summit Brokerage Services, INC.Broker

September 2015 - December 2016 · 1 yr 3 mos

J.P. Turner & Company, L.L.C.Broker

November 2008 - September 2015 · 6 yrs 10 mos

First Montauk Securities CORP.

December 2005 - November 2008 · 2 yrs 11 mos

First Montauk Securities CORP.Broker

December 2005 - November 2008 · 2 yrs 11 mos

Janney Montgomery Scott LLC

June 2005 - December 2005 · 6 mos

Janney Montgomery Scott LLCBroker

June 2005 - December 2005 · 6 mos

Parker/hunter Incorporated

April 2005 - June 2005 · 2 mos

Parker/hunter IncorporatedBroker

November 1994 - June 2005 · 10 yrs 7 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.