Allison WerdenCRD Number: 5954206
Current Firm: Charles Schwab & Company, Inc.
Allison Werden (CRD# 5954206) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 4 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Charles Schwab||Richfield, OH||Jun 2014 - Current||2|
|Lpl Financial LLC||Mayfield Heights, OH||Sep 2013 - Jun 2014||< 1|
|Firstmerit Financial Services||Mayfield Heights, OH||Jul 2011 - Sep 2013||2|
|Firstmerit Bank, N.a.||Akron, OH||Jul 2010 - Jul 2011||1|
|Unemployed||Stow, OH||May 2010 - Jul 2010||< 1|
|Akron University||Akron, OH||Aug 2007 - May 2010||2|
|Acme Fresh Market||Hudson, OH||Nov 2002 - Oct 2009||6|
|Bowling Green||Bowling Green, OH||Aug 2004 - Dec 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2013|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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