Advisor at Equitable Advisors
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Location
Corry, PA 16407
Credentials
Series 66
Industry experience
11 years
Roger Burlingame II is a financial advisor with Equitable Advisors in Corry, PA, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at AxA Advisors. Outside of his advisory role, he operates an insurance brokerage business specializing in disability and term life insurance through the UNUM carrier. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management via LPL programs and a variety of third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.
Based on Equitable Advisors
$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour
Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.
13199 Us 6
Corry, PA 16407
Pennsylvania
Equitable Advisors
2014 - Present (12 years)
AxA Advisors
2014 - 2020 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Corry, PA
Trustmont Advisory Group, Inc.
John Sonntag is a financial advisor with Trustmont Advisory Group, Inc. He holds a Series 63 designation and has 43 years of industry experience. Sonntag has been with Trustmont since 2009 and has also been self-employed since 1995. Outside of advising, he works as a general agent in life and health insurance sales. Trustmont Advisory Group serves individual and institutional clients, providing financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach based on public research, industry reports, and adviser judgment, managing approximately $1.1 billion in discretionary assets.
Series 63, Series 65
Corry, PA
key Investment Services LLC
Jamie Alloway is a financial advisor at Key Investment Services LLC with two years of industry experience. Prior to joining Key Investment Services and KeyBank in 2025, Alloway worked at PNC Bank and Equitable Advisors. Outside of finance, Alloway has experience in the restaurant industry, having worked at Valerios Italian Restaurant for seven years. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and utilizes third-party managers, with oversight provided by multiple internal committees.
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