Robert AllanCRD Number: 5262146
Current Firm: Johnson & White Wealth Management LLC
Robert Allan (CRD# 5262146) is an Investment Advisor Representative working at Johnson & White Wealth Management LLC in York, PA and has over 16 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Rkl Private Wealth
Lpl Financial LLC
|Johnson And White Wealth Management LLC||York, PA||May 2014 - Current||9|
|Wells Fargo Advisors LLC||York, PA||May 2009 - May 2014||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management322MILLIONS
Total Number of Accounts1,153ACCOUNTS
Average Account Value$279,353
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MD, NC, PA, TX, VA
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