Allison DemlandCRD Number: 5980662
Current Firm: Pnc Investments
Allison Demland (CRD# 5980662) is an Investment Advisor Representative working at Pnc Investments in Fort Wayne, IN and has over 5 years of experience in the finance industry.
Ami Investment Management Inc.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
|Pnc Investments LLC||Fort Wayne, IN||Aug 2011 - Current||6|
|Pnc Bank N.a.||Fort Wayne, IN||Mar 2007 - Current||10|
|Colbert/ball Tax||Fort Wayne, IN||Jan 2007 - Feb 2007||< 1|
|Chase Bank||Fort Wayne, IN||Aug 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2011|
|S65||NASAA Investment Advisors Law Examination||May 2013|
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV