Unclaimed Profile

James Edward Harris

TRUSTMONT ADVISORY GROUP, INC.·GREENSBURG, Pennsylvania

TRUSTMONT ADVISORY GROUP, INC.

SCENIC DRIVE PROFESSIONAL CENTER, GREENSBURG, PA 15601CRD# 2583821Firm CRD# 106015

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Edward Harris · GREENSBURG, PA

Registration

CRD #2583821 · TRUSTMONT ADVISORY GROUP, INC.

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

James Edward Harris is a registered financial advisor based in GREENSBURG, Pennsylvania, affiliated with TRUSTMONT ADVISORY GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

TRUSTMONT ADVISORY GROUP, INC.

AUM

$919M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRUSTMONT ADVISORY GROUP, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2583821

Firm CRD# 106015

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Edward Harris offer?

James Edward Harris specializes in Financial Planning, Investment Management. Contact their office in GREENSBURG, Pennsylvania for a consultation.

What are James Edward Harris's credentials?

James Edward Harris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Edward Harris located?

James Edward Harris is based in GREENSBURG, Pennsylvania, working with TRUSTMONT ADVISORY GROUP, INC.. Their office serves clients in the GREENSBURG metropolitan area and surrounding communities.

How does James Edward Harris charge for services?

James Edward Harris's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUSTMONT ADVISORY GROUP, INC.?

TRUSTMONT ADVISORY GROUP, INC. has approximately 64 employees and manages $919M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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