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Robert James Allan

Robert J. Allan

WELON PARTNERS
MONTGOMERY, AL 36104
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CRD#: 6956932
Robert James Allan

Professional summary

Robert James Allan, CFP® is a registered financial advisor currently at WELON PARTNERS located in Montgomery, Alabama.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Robert has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
In 2024, the managing members of Welon Partners founded Welon Consulting, LLC, with the goal of advising small businesses on strategies to help increase profitability and efficiency. Mr. Allan limits his work in this venture to approximately five hours per week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert James Allan's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2022

Experience

Current

April 18, 2019 - Present

WELON PARTNERS

Office #1: 105 Tallapoosa Street Suite 109, Montgomery, AL 36104
RIA
CRD#: 297322
MONTGOMERY, AL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Alabama
(4/18/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/11/2017
Uniform Investment Adviser Law Examination

Current Firm

WP
WELON PARTNERS
WELON PARTNERS | WHITE OAK INVESTMENT COUNSEL, LLC | WHITE OAK INVESTMENT COUNSEL | WELON, LLC

CRD#: 297322 / SEC#:

Alabama
Registered Investment Advisory firm - (4/18/2019 Approved)
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Contact information

Main Address
105 Tallapoosa Street Suite 109, Montgomery, AL 36104
Mailing Address
Phone number
(334) 258-2850
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts81
AUM (Assets Under Management)$ 45,013,850

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WELON PARTNERS

CRD#: 297322Montgomery, AL 36104

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