Robert Allan, financial advisor York PA

Robert Allan

CRD 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.

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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
Contact Info for Robert W. Allan
Phone Number: 717-430-0001
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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