Allison Werden, financial advisor Richfield OH
90 score

Allison Werden

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Allison J. Werden
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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