JM
John F. Millon
TRUSTMONT ADVISORY GROUP
BROOMALL, PA 19008
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CRD#: 2996423
JM
Professional summary
John Francis Millon is a registered financial advisor currently at TRUSTMONT ADVISORY GROUP, INC. located in Broomall, Pennsylvania and TRUSTMONT FINANCIAL GROUP, INC. located in Broomall, Pennsylvania.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. John has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
JOHN F. MILLON & CO. P.C., CPA FIRM OF WHICH JOHN MILLON IS A CPA AND OWNER OF THE FIRM. TOTAL HOURS VARY ACCORDING TO TAX SEASON. NON-INVESTMENT RELATED. LOCATED AT 323 STANLEY AVE., HAVERTOWN, PA 19083(MAILING ADDRESS) AND 200 LAWRENCE RD, BROOMALL, PA. INVESTMENT SERVICES DONE UNDER MILLON FINANCIAL SERVICES. PRESIDENT OF ST. THOMAS MORE ALUMNI ASSOC. PO BOX 294, DREXEL HILL, PA 19026. 8 HPW. DUTIES INCLUDE PRESIDING OVER MEETINGS AND APPOINTING 15 MEMBER BOARD OF DIRECTORS.
CRS (Client Relationship Summary) - RIA
Click below to view John Francis Millon's 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®
NoneExperience
Current
August 30, 2004 - Present
TRUSTMONT ADVISORY GROUP, INC.
Office #1: 200 Lawrence Road, Ste 500, Broomall, PA 19008RIA
CRD#: 106015
BROOMALL, PA
Current
August 16, 2004 - Present
TRUSTMONT FINANCIAL GROUP, INC.
Office #1: 200 Lawrence Road, Ste 500, Broomall, PA 19008BD
CRD#: 18312
Broomall, PA
Past
July 10, 2003 - August 13, 2004
HACKETT ASSOCIATES, INC.
RIA
CRD#: 2106
DREXEL HILL, PA
Past
January 23, 1998 - August 13, 2004
HACKETT ASSOCIATES, INC.
BD
CRD#: 2106
WYOMISSING, PA
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
Delaware(3/26/2019)
RR
New Jersey(8/16/2004)
RR
Pennsylvania(8/16/2004)
IAR
Pennsylvania(8/30/2004)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,387 |
| AUM (Assets Under Management) | $ 1,126,006,619 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
