David Allon, financial advisor Wayne PA
93 score

David Allon

CRD Number: 1280017
Current Firm: Citizens Securities, Inc.

David Allon (CRD# 1280017) is an Investment Advisor Representative working at Citizens Securities, Inc. in Wayne, PA and has over 18 years of experience in the finance industry.

Similar Advisors
Thomas McKeon, financial advisor Wayne PA
Thomas F. McKeon
CRD# 2261840
Clothier Springs Capital Management, LLC
Score
106
Similar Advisors
Jeffrey Jones, financial advisor Wayne PA
Jeffrey R. Jones
CRD# 5348132
Cypress Financial Planning
Score
105
Similar Advisors
Richard Welch, financial advisor Wayne PA
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
Company Name Location Dates Years
Cco Investment Services Corp Wayne, PA May 2015 - Current 1
Metlife Securities Inc. Philadelphia, PA Feb 2011 - Current 5
Firstrust Financial Advisors Philadelphia, PA Sep 2006 - Current 10
Axa Advisors, LLC Philadelphia, PA Jul 2003 - Feb 2011 7
Progress Financial Resources, LLC Philadelphia, PA Apr 2004 - Sep 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Jan 2004
Contact Info for David J. Allon
Phone Number: 1-800-942-8300
Registered State(s):
  • FL
  • PA
By the Numbers
  • Total Assets Under Management
    27,379
    MILLIONS
  • Total Number of Accounts
    19,253
    ACCOUNTS
  • Average Account Value
    $1,422,068
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from David Allon and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.