Sue H Patrick
Investment adviser representative at Trustmont Advisory Group, Inc.
40 yearsExperience
1 stateRegistered in
$1.4BFirm assets
38 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
40 years in the industry.
- Trustmont Advisory Group, Inc.Dec 2022 to now
- Trustmont Financial Group, Inc.Dec 2022 to now
- Sue Patrick CpaJan 1986 to now
- Avantax Advisory ServicesMar 2004 to Nov 2022
- Avantax Investment Services, IncJul 2000 to Nov 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (TN).
Trustmont Advisory Group, Inc.
$1.4BAssets managed
4,322Clients
63Advisers
38 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4263588
- Firm CRD
- 106015