Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert William Allan is a financial advisor registered with Johnson & White Wealth Management LLC in YORK, PA. Robert has been in the industry since February 2007. Robert specializes in working with high-net-worth individuals, pension and profit sharing plans, and corporations or other businesses.
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.
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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PA
06/06/2014 - Present
Johnson & White Wealth Management LLC (YORK PA)
PA
02/14/2007 - 05/28/2014
WELLS FARGO ADVISORS, LLC (ELIZABETHTOWN PA)
BOTH
Issued 04/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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