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Robert William Allan

JOHNSON & WHITE WEALTH MANAGEMENT LLC·YORK, Pennsylvania
Clean recordJOHNSON & WHITE WEALTH MANAGEMENT LLC
224 ST. CHARLES WAY, YORK, PA 17402CRD# 5262146Firm CRD# 169795

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert William Allan · YORK, PA
Registration
CRD #5262146 · JOHNSON & WHITE WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert William Allan is a registered financial advisor based in YORK, Pennsylvania, affiliated with JOHNSON & WHITE WEALTH MANAGEMENT LLC. 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
Introduction

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03

Firm Overview

Firm
JOHNSON & WHITE WEALTH MANAGEMENT LLC
JOHNSON & WHITE WEALTH MANAGEMENT LLC
AUM
$365M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at JOHNSON & WHITE WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5262146
Firm CRD# 169795
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert William Allan offer?
Robert William Allan specializes in Financial Planning, Investment Management. Contact their office in YORK, Pennsylvania for a consultation.
What are Robert William Allan's credentials?
Robert William Allan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert William Allan located?
Robert William Allan is based in YORK, Pennsylvania, working with JOHNSON & WHITE WEALTH MANAGEMENT LLC. Their office serves clients in the YORK metropolitan area and surrounding communities.
How does Robert William Allan charge for services?
Robert William Allan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JOHNSON & WHITE WEALTH MANAGEMENT LLC?
JOHNSON & WHITE WEALTH MANAGEMENT LLC has approximately 6 employees and manages $365M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JOHNSON & WHITE WEALTH MANAGEMENT LLC

Christopher Lynn Johnson
YORK, PA
Timothy Paul White
YORK, PA

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