Robert Allan has been Principal of Johnson & White Wealth Management since January 2023, is a control person of the firm and directly owns between 25% and 50% of it. Robert Allan holds a Bachelor of Science in Business Management from Appalachian State University.
Johnson & White Wealth Management LLC is a York, PA firm with $485M under management, 480 clients and 7 advisers in one office, as of its July 2026 filing.
Rob Allan is Principal of Johnson & White Wealth Management. He joined the team as a Financial Advisor in 2010, bringing four years of industry experience, and played a key role in helping the team transition to independence. He became a Principal of Johnson & White in 2021.
Robert Allan’s longest registration is the current one, 12 years at Johnson & White Wealth Management since 2014. Before joining Johnson & White Wealth Management in 2014, Robert Allan was registered through Wells Fargo Advisors, LLC.
- – present · 12 yearsYork, PA · Adviser representative · Firm CRD 169795
- Wells Fargo Advisors, LLC– · 7 yearsElizabethtown, PA · Adviser representative · Firm CRD 19616
Professional designations
Listed by Johnson & White Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Robert Allan is registered as an investment adviser representative in Pennsylvania, since June 2014.
- PennsylvaniaSince 6 June 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 3 April 2007 |
| Series 7 | General Securities Representative Examination | 13 February 2007 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert William Allan
- CRD
- 5262146
- Firm
- Johnson & White Wealth Management · CRD 169795
- Role
- Principal
- Office
- 224 ST. CHARLES WAY, SUITE 200, York, PA 17402
- Registration
- Investment adviser registration
- In the industry since
- April 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- johnsonandwhite.com
Where does Robert Allan work?
Robert Allan has been Principal of Johnson & White Wealth Management LLC since January 2023, and is a control person of the firm.
Is Robert Allan a financial advisor?
Yes. Robert Allan has a current investment-adviser registration in Pennsylvania, through Johnson & White Wealth Management since June 2014.
How many years of experience does Robert Allan have?
Robert Allan has 19 years in the financial industry, since April 2007, across 2 adviser firms.
What exams has Robert Allan passed?
Robert Allan has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2007.
Where did Robert Allan work before Johnson & White Wealth Management?
Before Johnson & White Wealth Management, Robert Allan was registered through Wells Fargo Advisors, LLC, April 2007 to May 2014.
Where is Robert Allan based?
Robert Allan’s registered office is in York, PA.
Is Robert Allan registered with FINRA?
No. Robert Allan has no current broker registration.
Is Robert Allan a CFP?
Johnson & White Wealth Management lists Robert Allan with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Robert Allan’s record?
Search CRD 5262146 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Allan’s full registration record.
