AW
AW

Allen D Wandle

23 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
394 advisors
Number of Clients
14,898 clients
Average Client Portfolio
$223K average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$10K
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Location

11440 Jog Road, Palm Beach Gardens, FL, 33418

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Allen owns Wandle & Associates, Inc., a CPA/accounting office, dedicating full-time hours to it and half of his time during trading hours. He also owns Sunbury Diner LLC, spending minimal time on accounting-related tasks.

Employment History
Current Registrations
Money Concepts Advisory Service
July 2024 - Present · 1 yr 7 mos
Money Concepts Capital CORPBroker
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Lincoln Financial Advisors Corporation
November 2002 - April 2024 · 21 yrs 5 mos
Lincoln Financial Advisors CorporationBroker
November 2002 - April 2024 · 21 yrs 5 mos
The Lincoln National Life Insurance CompanyBroker
November 2002 - June 2006 · 3 yrs 7 mos
New England SecuritiesBroker
January 2002 - November 2002 · 10 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Allen D Wandle - Financial Advisor | TrueAdvisor