Unclaimed Profile

Scott D Allen

WHITAKER-MYERS WEALTH MANAGERS, LTD.·ASHLAND, Ohio

Clean recordWHITAKER-MYERS WEALTH MANAGERS, LTD.

20 EAST MAIN STREET, ASHLAND, OH 44805CRD# 6762878Firm CRD# 286093

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott D Allen · ASHLAND, OH

Registration

CRD #6762878 · WHITAKER-MYERS WEALTH MANAGERS, LTD.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Scott D Allen is a registered financial advisor based in ASHLAND, Ohio, affiliated with WHITAKER-MYERS WEALTH MANAGERS, LTD.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WHITAKER-MYERS WEALTH MANAGERS, LTD.

AUM

$513M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WHITAKER-MYERS WEALTH MANAGERS, LTD. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: SELECTION OF OTHER ADVISERS FEES

Regulatory

SEC/IARD CRD# 6762878

Firm CRD# 286093

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Scott D Allen offer?

Scott D Allen specializes in Financial Planning, Investment Management. Contact their office in ASHLAND, Ohio for a consultation.

What are Scott D Allen's credentials?

Scott D Allen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott D Allen located?

Scott D Allen is based in ASHLAND, Ohio, working with WHITAKER-MYERS WEALTH MANAGERS, LTD.. Their office serves clients in the ASHLAND metropolitan area and surrounding communities.

How does Scott D Allen charge for services?

Scott D Allen's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisers fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WHITAKER-MYERS WEALTH MANAGERS, LTD.?

WHITAKER-MYERS WEALTH MANAGERS, LTD. has approximately 33 employees and manages $513M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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