Sharon AllerCRD 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 15 years of experience in the finance industry.
Rebel Financial, LLC
Pds Planning Inc.
Landfall Financial Advisors, Inc.
|Pnc Investments||Lancaster, OH||Nov 2009 - Current||8|
|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|
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