Allison Spangler, financial advisor Lancaster OH

Allison Spangler

CRD Number: 5535838
Current Firm: Raymond James Financial Services Advisors, Inc.

Allison Spangler (CRD# 5535838) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lancaster, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Vantage Point Investment Services Lancaster, OH Sep 2020 - Current 3
Vantage Point Investment Services Upper Arlington, OH Sep 2020 - Current 3
Raymond James Financial Services Advisors, Inc. Lancaster, OH Jan 2009 - Current 15
Raymond James Financial Services, Inc. Lancaster, OH Oct 2008 - Current 15
Fairfield National Bank Lancaster, OH Jan 2009 - Jul 2020 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2015
S66 NASAA Uniform Combined State Law Examination Jan 2021
Contact Info for Allison G. Spangler
Phone Number: 727-567-3020
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, WY

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