Neil Allerton (CRD# 6219948) is an Investment Advisor Representative working at Edward Jones in Winston Salem, NC and has over 10 years of experience in the finance industry.
CRD# 1821508
Ubs Financial Services Inc.
CRD# 6683568
Principal Securities, Inc.
CRD# 1868078
Cgn Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | Saint Louis, MO | Mar 2017 - Current | 7 |
| Wells Fargo Clearing Services, LLC | Winston Salem, NC | Nov 2016 - Feb 2017 | < 1 |
| Wells Fargo Bank Na | Winston Salem, NC | Mar 2016 - Feb 2017 | < 1 |
| Wells Fargo Advisors, LLC | Winston Salem, NC | Mar 2016 - Nov 2016 | < 1 |
| Scottrade, Inc. | Greensboro, NC | Sep 2014 - Mar 2016 | 1 |
| Unemployed | Bristol, VA | Aug 2014 - Sep 2014 | < 1 |
| Nsllc | Kingsport, TN | Jul 2013 - Aug 2014 | 1 |
| Nationwide Financial | Kingsport, TN | Jul 2013 - Aug 2014 | 1 |
| The Yates Agency | Kingsport, TN | Sep 2012 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
- NC
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, 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, WY
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 derived from SEC.gov data covering 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.
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.