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Douglas John Smith

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
63 advisors
Number of Clients
3,945 clients
Average Client Portfolio
$285K average
Assets Under Management
$1.1B

Fee Structure

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Location

Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA, 15601

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Douglas operates as an insurance agent under the name Douglas J. Smith Financial Services, selling accident & health, disability, life insurance, and fixed annuities, and may receive referral fees from a precious metal dealer. He also serves as Treasurer & Trustee for the Immanuel Orthodox Presbyterian Church in a volunteer capacity.

Employment History
Current Registrations
Trustmont Advisory Group, INC.
March 2007 - Present · 18 yrs 11 mos
Trustmont Financial Group, INC.
January 2007 - Present · 19 yrs 1 mo
Trustmont Financial Group, INC.Broker
January 2007 - Present · 19 yrs 1 mo
Previous Registrations
Olde Economie Financial Consultants, LTD.Broker
August 1998 - December 2006 · 8 yrs 4 mos
State Registrations16 states
AZCACTFLINMAMDMSNCOHPARITXVAWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.