Allen MintonCRD Number: 5792177
Current Firm: Vanguard Advisers, Inc.
Allen Minton (CRD# 5792177) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 12 years of experience in the finance industry.
Lpl Financial LLC
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
|Holy Child Academy||Drexel Hill, PA||Dec 2022 - Current||< 1|
|University Of Pennsylvania Football||Philadelphia, PA||Oct 2015 - Current||7|
|The Vanguard Group, Inc.||Malvern, PA||May 2010 - Current||12|
|Self Employed||San Francisco, CA||Sep 2018 - Jan 2021||2|
|Atlantic Pool Service||Wayne, PA||Aug 2011 - Apr 2017||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2010|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management338,871MILLIONS
Total Number of Accounts602,258ACCOUNTS
Average Account Value$562,667
- A percentage of assets under your management
- Fixed fees (other than subscription 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
- 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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