AC
ChFC
AC
ChFC

Alissa Lynne Conklin

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningBusiness Owners
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

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Location

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

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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.

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Other Business ActivitiesSells Insurance

Alissa works in office management at Appelman Financial since 1999, dedicating about 10-20% of her time. She also sells life insurance and fixed annuities since 2009, spending minimal time on this activity, and provides tax preparation services from February through April, dedicating nearly full-time hours during those months.

Employment History
Current Registrations
Trustmont Advisory Group, INC.
January 2007 - Present · 19 yrs 1 mo
Trustmont Financial Group, INC.Broker
August 2004 - Present · 21 yrs 6 mos
Previous Registrations
Hackett Associates, INC.Broker
April 2000 - July 2004 · 4 yrs 3 mos
State Registrations4 states
MDNYORPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.