Robert Allan
Principal at Johnson & White Wealth Management, LLC. | York, Pennsylvania, United States
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Principal at Johnson & White Wealth Management, LLC. in July 2021 to Present
Wealth Advisor at Johnson & White Wealth Management, LLC. in May 2014 to July 2021
Financial Advisor at Wells Fargo Advisors, LLC in March 2010 to May 2014
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Appalachian State University, Bachelor of Science in Business Administration, Management, January 2002 to January 2006
College for Financial Planning, Master’s Degree, January 2011 to January 2015
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Mortgage Lending
Loans
Credit
Variable Annuities
Bloomberg
Options
Valuation
Relationship Management
Hedge Funds
Private Banking
Commercial Lending
Sales
Microsoft Excel
Investment Advisory
Strategic Planning
Asset Allocation
Asset Management
Investments
Retirement Planning
Finance
Financial Advisory
Wealth Management
401k
Retirement
Portfolio Management
Strategic Financial Planning
Mutual Funds
Financial Planning
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Discover more about Johnson & White Wealth Management, LLC.What is Robert Allan email address?
Email Robert Allan at [email protected] and [email protected]. This email is the most updated Robert Allan's email found in 2026.
How to contact Robert Allan?
To contact Robert Allan send an email to [email protected] or [email protected].
What company does Robert Allan work for?
Robert Allan works for Johnson & White Wealth Management, LLC.
What is Robert Allan's role at Johnson & White Wealth Management, LLC.?
Robert Allan is Principal
What is Robert Allan's Phone Number?
Robert Allan's phone (215) ***-*400
What industry does Robert Allan work in?
Robert Allan works in the Financial Services industry.
Robert Allan Email Addresses
Robert Allan Phone Numbers
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