Vernon Coates is a registered investment advisor, based in Greensburg, PA, with 15 years of industry experience.
Location
Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA, 15601
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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.
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Vernon is the owner and SVP of Business Development at Henschen & Associates, LLC, recruiting financial advisors. He also serves on the Board of Directors for Seaside Lighthouse Association, a non-profit organization supporting low-income families.
Employment History
Current Registrations
Trustmont Financial Group, INC.
Trustmont Financial Group, INC.Broker
Trustmont Advisory Group, INC.
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
State Registrations1 state
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.