CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 2113344
C.d. Allen Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritrust Capital Management, Ltd. | Santa Ynez, CA | Jan 1998 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 1994 |
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Total Assets Under Management106MILLIONS
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Total Number of Accounts221ACCOUNTS
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Average Account Value$481,041
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Other
CA, TX, WA
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