Noel Allan, financial advisor Vancouver WA

Noel Allan

CRD Number: 1563217
Current Firm: Charles Schwab & Company, Inc.

Noel Allan (CRD# 1563217) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Vancouver, WA and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Vancouver, WA Feb 2005 - Current 19
Charles Schwab & Company, Inc. Vancouver, WA Jan 1998 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1986
S65 NASAA Investment Advisors Law Examination Oct 1994
Contact Info for Noel C. Allan
Phone Number: 415-667-7000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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