Sharon Aller, financial advisor Lancaster OH
93 score

Sharon Aller

CRD Number: 4576396
Current Firm: Pnc Investments

Sharon Aller (CRD# 4576396) is an Investment Advisor Representative working at Pnc Investments in Lancaster, OH and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Lancaster, OH Nov 2009 - Current 7
Natcity Investments Columbus, OH Aug 2002 - Nov 2009 7
National City Bank Columbus, OH Oct 1984 - Nov 2009 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S65 NASAA Investment Advisors Law Examination Apr 2010
Contact Info for Sharon J. Aller
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
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, RI, SC, SD, TN, TX, UT, VA, 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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