Mark Trauman
Mark Trauman is a CFP-designated registered investment advisor at Reliance Financial Advisors, based in Sewickley, PA, with 33 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Reliance Financial Advisors charges $250 per hour for financial planning services. In some cases, a fixed fee may be negotiated with the client.
Location
2200 Georgetown Dr, Suite 300, Sewickley, PA, 15143
Get directionsHistory
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
Mark is an Investment Adviser Representative and Registered Investment Advisor with Commonwealth Financial Network, and also sells fixed insurance under 'Reliance Financial Advisors'. Mark owns Reliance Financial Advisors, LLC, spending nearly all of his time on it to facilitate securities, advisory, and insurance business.
Employment History
Current Registrations
Reliance Financial Advisors
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
American Express Service CorporationBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations21 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.