John Allshouse, financial advisor Cincinnati OH
93 score

John Allshouse

CRD Number: 5438397
Current Firm: Advice And Planning Services

John Allshouse (CRD# 5438397) is an Investment Advisor Representative working at Advice And Planning Services in Cincinnati, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Cincinnati, OH Mar 2012 - Current 4
Tiaa Cincinnati, OH Mar 2012 - Current 4
Unemployed Na, OH Jan 2012 - Mar 2012 < 1
Jp Morgan Chase And Co Cincinnati, OH May 2010 - Jan 2012 1
Morgan Keegan & Company, Inc. Winter Park, FL Oct 2007 - May 2010 2
Intertape Polymer Group Cincinnati, OH Jun 2007 - Oct 2007 < 1
Hogan Motor Leasing Columbus, OH Mar 2007 - Jun 2007 < 1
Education West Chester, OH Sep 1989 - Mar 2007 17
Amsouth Bank Ocala, FL Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for John Allshouse
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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