Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Zachariah Thuma is a financial advisor currently registered with Waverly Advisors, LLC and Buckingham Capital Management, Inc. Allen is a Certified Financial Planner™ and specializes in providing financial planning, portfolio management, and pension consulting services. Allen has been serving clients in Dayton, OH since 2015 and is committed to providing personalized and professional financial guidance to help individuals and families achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OH
11/08/2024 - Present
Waverly Advisors, LLC (DAYTON OH)
IA
Issued 04/23/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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