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Robert C. Turner

TRUSTMONT ADVISORY GROUP
HERMITAGE, PA 16148
Some features on this profile are disabled
CRD#: 1942577
RT

Professional summary

Robert Clinton Turner, who also goes by Bob Turner, is a registered financial advisor currently at TRUSTMONT ADVISORY GROUP, INC. located in Hermitage, Pennsylvania and TRUSTMONT FINANCIAL GROUP, INC. located in Hermitage, Pennsylvania.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Robert has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bob Turner

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Clinton Turner's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 28, 2018 - Present

TRUSTMONT ADVISORY GROUP, INC.

Office #1: 40 Snyder Road, Hermitage, PA 16148
RIA
CRD#: 106015
HERMITAGE, PA
Current

February 28, 2011 - Present

TRUSTMONT FINANCIAL GROUP, INC.

Office #1: 40 Snyder Road, Hermitage, PA 16148
BD
CRD#: 18312
Hermitage, PA
Past

January 21, 2005 - March 25, 2011

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
HERMITAGE, PA
Past

May 17, 2002 - January 14, 2005

WRP INVESTMENTS, INC.

BD
CRD#: 7365
YOUNGSTOWN, OH
Past

April 18, 1989 - June 4, 2002

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

April 18, 1989 - June 4, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUSTMONT ADVISORY GROUP, INC.
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

CRD#: 106015 / SEC#: 801-30694

RIA
Registered Investment Advisory firm - (11/27/1987 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(2/28/2011)
RR
Ohio
(2/28/2011)
RR
Pennsylvania
(2/28/2011)
IAR
Pennsylvania
(8/28/2018)
RR
Texas
(2/28/2011)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/28/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/20/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/15/1989
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TA
TRUSTMONT ADVISORY GROUP, INC.
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

CRD#: 106015 / SEC#: 801-30694

RIA
Registered Investment Advisory firm - (11/27/1987 Approved)
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Contact information

Main Address
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601
Mailing Address
Phone number
(724) 468-5665
Established
Firm type
Fiscal year end
# of Employees
59

SEC notice filing (27 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A 03-2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts5,387
AUM (Assets Under Management)$ 1,126,006,619

Red Flags

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.

Company Information

TRUSTMONT ADVISORY GROUP, INC.

CRD#: 106015Hermitage, PA 16148

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