Laura Jean Abbott Decarolis
CFP®Professional Summary
Laura Jean Abbott Decarolis, CFP®, who also goes by Laura Jean Abbott, is a registered financial advisor currently at TRUSTMONT ADVISORY GROUP, INC. located in Monroeville, Pennsylvania and TRUSTMONT FINANCIAL GROUP, INC. located in Monroeville, Pennsylvania. Laura is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Laura has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Laura Jean Abbott
Similar Advisors
J. W. COLE ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
J. W. COLE ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
J. W. COLE ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
J. W. COLE ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
Credentials
Years of Experience
40 years in the financial services industry
Current & Past Employments
Similar Advisors
J. W. COLE ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
Current Firm
APPELMAN FINANCIAL | TRUSTMONT FINANCIAL GROUP, INC. | TRUSTMONT ADVISORY GROUP, INC. | TRUSTMARK ADVISORY GROUP, INC. | PWR PLANNERS | PRAXIS CAPITAL | HORIZON FINANCIAL ADVISORS | HELMICK & COMPANY WEALTH ADVISORS, LLC | CHAPEL HILL CAPITAL MANAGEMENT INC
Contact Information
Main Address
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601Phone Number
(724) 468-5665# of Employees
61SEC notice filing (27 States and Territories)
Registered to provide investment advisory services in 27 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
6,348AUM (Assets Under Management)
$1,395,307,006Similar Advisors
J. W. COLE ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
J. W. COLE ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
Primary Firm SEC Registration
APPELMAN FINANCIAL | TRUSTMONT FINANCIAL GROUP, INC. | TRUSTMONT ADVISORY GROUP, INC. | TRUSTMARK ADVISORY GROUP, INC. | PWR PLANNERS | PRAXIS CAPITAL | HORIZON FINANCIAL ADVISORS | HELMICK & COMPANY WEALTH ADVISORS, LLC | CHAPEL HILL CAPITAL MANAGEMENT INC
State Registrations and Notice Filings
(3/5/2013)
(5/12/2016)
(2/25/2016)
(2/27/2012)
(6/14/2006)
(1/27/2009)
(8/22/2007)
(11/2/2016)
(1/19/2007)
(1/22/1990)
(9/27/2002)
(4/20/2021)
(6/2/2020)
(9/22/2006)
(8/31/2006)
(1/18/2007)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
J. W. COLE ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
CRS (Client Relationship Summary) - RIA
Click below to view Laura Jean Abbott Decarolis's CRS (Customer Relationship Summary).
Similar Advisors
J. W. COLE ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
