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Scott D Allen

WHITAKER-MYERS WEALTH MANAGERS, LTD.·ASHLAND, Ohio
Unclaimed Profile
20 EAST MAIN STREET, ASHLAND, OH 44805CRD# 6762878Firm CRD# 286093
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WHITAKER-MYERS WEALTH MANAGERS, LTD.
WHITAKER-MYERS WEALTH MANAGERS, LTD.
AUM
$513M
Regulatory assets under management
Employees
33
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SELECTION OF OTHER ADVISERS FEES
Regulatory
SEC/IARD CRD# 6762878
Firm CRD# 286093
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in ASHLAND
James Howard Hess — WHITCOMB & HESS, INC.William Stephen Harvey — WHITCOMB & HESS, INC.Aaron Lee Bates — WHITCOMB & HESS, INC.Eric Miller Key — WHITCOMB & HESS, INC.Tami Lee Reynolds — WHITCOMB & HESS, INC.
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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