Emmet Francis Martin

Trustmont Advisory Group, INC.

27 Years of Experience

1 DisclosureBrokerSells 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

Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA, 15601

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

August 2010

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Emmet is an insurance agent selling fixed annuities and other annuity products since 2008, dedicating a few hours per week. He also prepares taxes for individuals and small businesses, spends minimal time as a FINRA arbitrator, owns commercial rental property, and provides notary services.

Employment History

Current Registrations

Trustmont Advisory Group, INC.

August 2010 - Present · 15 yrs 6 mos

Trustmont Financial Group, INC.

August 2010 - Present · 15 yrs 6 mos

Trustmont Financial Group, INC.Broker

August 2010 - Present · 15 yrs 6 mos

Previous Registrations

Novus Advisors

September 2011 - June 2013 · 1 yr 9 mos

Raymond James Financial Services Advisors, INC

September 2009 - August 2010 · 11 mos

Raymond James Financial Services, INC.Broker

September 2009 - August 2010 · 11 mos

Cic Advisers, LLC

September 2008 - September 2009 · 1 yr

Capital Investment Group, INC.Broker

September 2008 - September 2009 · 1 yr

Suntrust Investment Services, INC.

July 2007 - September 2008 · 1 yr 2 mos

Suntrust Investment Services, INC.Broker

July 2007 - September 2008 · 1 yr 2 mos

Wachovia Securities, LLCBroker

July 2003 - July 2007 · 4 yrs

Wachovia Securities, LLC

August 2000 - July 2007 · 6 yrs 11 mos

Prudential Securities IncorporatedBroker

June 2000 - July 2003 · 3 yrs 1 mo

Dean Witter Reynolds INC.Broker

June 1998 - July 2000 · 2 yrs 1 mo

State Registrations10 states

CAGAMAMDMEMNNCNYSCTN

AdvisorBrokerBoth

Exams

No exam information available for this advisor.