Sara Alley
Sara Alley is a registered investment advisor at Trustmont Advisory Group, INC., based in Greensburg, PA, with 32 years of industry experience. Sara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,945 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Location
Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA, 15601
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2010Other Business ActivitiesSells Insurance
Sara operates as a financial advisor and is also an insurance agent. She dedicates nearly full-time hours as a financial advisor and a few hours per week to selling life insurance, fixed annuities, and fixed indexed annuities.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Ncf Financial Services, INC.
Ncf Financial Services, INC.Broker
Invest Financial CorporationBroker
Morgan Keegan & Company, INC.Broker
Regions Investment Company, INC.Broker
Wachovia Brokerage ServiceBroker
Royal Alliance Associates, INC.Broker
State Registrations6 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.