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.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 6047227
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- PA
-
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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