Trudy Fearon (CRD# 857412) is an Investment Advisor Representative working at Oaktree Advisors LLC in Coopersburg, PA and has over 36 years of experience in the finance industry.
CRD# 6161273
Edward Jones
CRD# 2232297
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3017990
Lincoln Investment
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Nov 2016 - Current | 7 |
| Oaktree Advisors LLC | Bethlehem, PA | Nov 2016 - Current | 7 |
| Lombard Securities Inc.' | Allentown, PA | May 2013 - Oct 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1988 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1995 |
- PA
-
Total Assets Under Management116MILLIONS
-
Total Number of Accounts436ACCOUNTS
-
Average Account Value$266,446
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Other
FL, PA
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