Merle Koon is a CFP-designated registered investment advisor, based in Baden, PA, with 25 years of industry experience. Merle is also registered as a broker, so some compensation may come from commissions on products sold.
Location
207 Pine Grove Court, Baden, PA, 15005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Merle is an insurance agent selling accident & health, disability, equity indexed annuities, life insurance, and fixed annuities. He also engages in business consulting and real estate activities, none of which occur during securities trading hours.
Employment History
Current Registrations
Trustmont Financial Group, INC.
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Manequity, INC.Broker
Allegheny Investments, LTD.Broker
Financial Planners Equity CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.