Allison Casey, financial advisor Marlton NJ
96 score

Allison Casey

CRD Number: 3101490
Current Firm: Janney Montgomery Scott LLC

Allison Casey (CRD# 3101490) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Marlton, NJ and has over 12 years of experience in the finance industry. Allison Casey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Janney Montgomery Scott LLC Philadelphia, PA Dec 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2004
S65 NASAA Investment Advisors Law Examination Mar 2004
Contact Info for Allison T. Casey
Phone Number: 215-665-6000
Firm Website: http://www.janney.com
Registered State(s):
  • NJ
  • PA
  • NC
By the Numbers
  • Total Assets Under Management
    19,593
    MILLIONS
  • Total Number of Accounts
    60,602
    ACCOUNTS
  • Average Account Value
    $323,312
Compensation Options
  • A percentage of assets under your management
  • 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
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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