Joyce C. Thomson

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CRD#: 2786123

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Joyce Corman Thomson, CFP® was a registered financial professional .

Joyce is a previously registered financial professional and started their career in finance in 1996. Joyce had worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Investment Planning

Tax Planning

Retirement Planning

Comprehensive Financial Planni...

Are you a "fiduciary"?

Aliases

None

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.

1)THOMSON FINANCIAL & TAX SERVICE, INC, 3925 REED BLVD., MURRYSVILLE, PA 15668, OWNER, INVESTMENT RELATED, PRESIDENT OF THIS CORPORATION,INSURANCE AGENT ENGAGING IN THE SALE OF DISABILITY & LIFE INSURANCE AND FIXED ANNUITIES. INVESTMENTS AND TAX SERVICES DBA THOMSON FINANCIAL & TAX SERVICES, STARTED 1/1/97, 2) CLARENCE & JOYCE THOMSON, 3679 FORBES TRAIL DR., MURRYSVILLE, PA 15668, JOINT OWNERS OF RENTAL TOWNHOUSE, INVESTMENT RELATED, STARTED 1/1/1990, 0 HRS/MO. 3]3925 REED BLVD PARTNERSHIP,NON INV-REL, 3925 REED BLVD, MURRYSVILLE, PA, START 1/1990, 33% OWN RENTAL PROP, 8 HRS/ ZERO @ TRADE

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1988

Experience

Past

July 1, 2010 - June 12, 2024

TRUSTMONT ADVISORY GROUP, INC.

RIA

CRD#: 106015

Murrysville, PA

Past

July 1, 2010 - June 12, 2024

TRUSTMONT FINANCIAL GROUP, INC.

CRD#: 18312

MURRYSVILLE, PA

Past

January 5, 2009 - July 8, 2010

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

MURRYSVILLE, PA

Past

May 15, 2002 - July 8, 2010

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

MURRYSVILLE, PA

Past

March 31, 1999 - May 17, 2002

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

August 23, 1996 - March 31, 1999

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

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".

TRUSTMONT ADVISORY GROUP, 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.

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

Series 63

Date: 8/30/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/22/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/27/1999

General Securities Principal Examination

Current Firm

TRUSTMONT ADVISORY GROUP, 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

SEC notice filing (27 States and Territories)

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 Accounts	5,387
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.

Contact information

xxxxx@xxxx.xxx

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Joyce C. Thomson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

TRUSTMONT FINANCIAL GROUP, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

MUTUAL SERVICE CORPORATION

TITAN/VALUE EQUITIES GROUP, INC.

Primary Firm SEC Registration

TRUSTMONT ADVISORY GROUP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/30/1996

SIE

Date: 10/1/2018

Series 7

Date: 8/22/1996

Series 24

Date: 10/27/1999

Current Firm

TRUSTMONT ADVISORY GROUP, INC.

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUSTMONT ADVISORY GROUP, INC.

TRUST BUT VERIFY

Contact information

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