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Robert William Allan

JOHNSON & WHITE WEALTH MANAGEMENT LLC·YORK, Pennsylvania
Series 7, Series 66Clean record19 years registeredJOHNSON & 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 · 19 years registered
Brand Profile
Not yet started
01

Career History

JOHNSON & WHITE WEALTH MANAGEMENT LLC
Jun 2014 – present
WELLS FARGO ADVISORS, LLC
Apr 2007 – May 2014
ELIZABETHTOWN, PA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · April 4, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JOHNSON & WHITE WEALTH MANAGEMENT LLC
CRD 169795 · SEC 801-79746
AUM
$365M
Regulatory assets under management
Employees
6
1,262 client accounts
Services offered by JOHNSON & WHITE WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JOHNSON & WHITE WEALTH MANAGEMENT LLC →
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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

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

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