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TRUST ADVISORY GROUP LTD
TRUST ADVISORY GROUP LTD
BIRMINGHAM, Alabama
·
13 registered advisors
·
CRD# 106926
SEC# 801-46919
40
800-292-2411
01
Firm Overview
AUM
$560M
Regulatory assets under management
Employees
43
Total firm employees
Advisors
13
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at TRUST ADVISORY GROUP LTD
13 registered advisors
Andrew R Chambless
BIRMINGHAM, Alabama
CRD# 5119116
Charles Martin Lyon
BIRMINGHAM, Alabama
CRD# 4000852
Jay Wilson Carter
BIRMINGHAM, Alabama
CRD# 2412541
John Francis Calvano
BIRMINGHAM, Alabama
CRD# 1717560
Joseph John Porzio
BIRMINGHAM, Alabama
CRD# 1319702
Marcus Bryant Richardson
BIRMINGHAM, Alabama
CRD# 3037932
Mark L Maurer
BIRMINGHAM, Alabama
CRD# 4234406
Robert Kelly
READING, Massachusetts
CRD# 5899947
Sean Michael O'connor
BIRMINGHAM, Alabama
CRD# 2534352
Stuart Andrew Davison
BIRMINGHAM, Alabama
CRD# 7824576
Susan Marie Lemoine
READING, Massachusetts
CRD# 858856
William Henry Mccance
READING, Massachusetts
CRD# 1382957
William John Dunaway
BIRMINGHAM, Alabama
CRD# 6505923
05
Office Locations
BIRMINGHAM, Alabama
10 advisors
READING, Massachusetts
3 advisors
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Data sourced from SEC Form ADV filings. TRUST ADVISORY GROUP LTD (CRD# 106926) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.