Cheryl AllanCRD Number: 1602212
Current Firm: Oppenheimer & Company Inc.
Cheryl Allan (CRD# 1602212) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Grand Blanc, MI and has over 34 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
J.p. Morgan Securities LLC
|Fahnestock & Company, Inc.||New York, NY||Jan 1999 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1987|
|S66||NASAA Uniform Combined State Law Examination||Jun 2017|
Total Assets Under Management22,727MILLIONS
Total Number of Accounts27,780ACCOUNTS
Average Account Value$818,107
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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