Allen WandleCRD Number: 4476638
Current Firm: Lincoln Financial Advisors Corporation
Allen Wandle (CRD# 4476638) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Sunbury, OH and has 1 year of experience in the finance industry.
Rebel Financial, LLC
Pds Planning Inc.
Steele Investment Counsel, Ltd.
|Lincoln Financial Advisors Corp.||Sunbury, OH||Nov 2002 - Current||14|
|Wandle & Associates, Inc.||Sunbury, OH||Jan 1999 - Current||17|
Total Assets Under Management13,548MILLIONS
Total Number of Accounts52,000ACCOUNTS
Average Account Value$260,535
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV