Allegiance Financial Advisors, Inc.

Allegiance Financial Advisors, Inc. (CRD# 127293) is a financial advisory firm headquartered in Jacksonville, FL. They manage $130,566,701 in 422 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3112 St. Johns Bluff Road South, Jacksonville, FL 32246
http://www.allegianceadvisors.com
By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    422
    ACCOUNTS
  • Average Account Value
    $309,400
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA

Financial Advisors at Allegiance Financial Advisors, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Brenda Barrett, financial advisor Jacksonville FL
Brenda A. Barrett
CRD#: 4800525
3112 St. Johns Bluff Road South, Jacksonville, FL 32246

Brenda Barrett (CRD# 4800525) is an Investment Advisor Representative working at Allegiance Financial Advisors, Inc. in Jacksonville, FL and has over 19 years of experience in the finance industry.

2
Michael Della Porta, financial advisor Jacksonville FL
Michael G. Della Porta
CRD#: 6715855
3112 St. Johns Bluff Road South, Jacksonville, FL 32246

Michael Della Porta (CRD# 6715855) is an Investment Advisor Representative working at Allegiance Financial Advisors, Inc. in Jacksonville, FL and has over 7 years of experience in the finance industry.

3
Joseph Maltese, financial advisor Jacksonville FL
Joseph J. Maltese
CRD#: 2615850
3112 St. Johns Bluff Road South, Jacksonville, FL 32246

Joseph Maltese (CRD# 2615850) is an Investment Advisor Representative working at Allegiance Financial Advisors, Inc. in Jacksonville, FL and has over 18 years of experience in the finance industry.

4
Christopher Oshea, financial advisor Jacksonville FL
Christopher S. Oshea
CRD#: 3098503
3112 St, Johns Bluff Road, Jacksonville, FL 32246

Christopher Oshea (CRD# 3098503) is an Investment Advisor Representative working at Allegiance Financial Advisors, Inc. in Jacksonville, FL and has over 24 years of experience in the finance industry.

5
Tammara Toton, financial advisor Jacksonville FL
Tammara A. Toton
CRD#: 4544032
3112 St. Johns Bluff Road South, Jacksonville, FL 32246

Tammara Toton (CRD# 4544032) is an Investment Advisor Representative working at Allegiance Financial Advisors, Inc. in Jacksonville, FL and has over 17 years of experience in the finance industry.

6
Erik Brooks, financial advisor Jacksonville FL
Erik B. Brooks
CRD#: 1637561
3112 St. Johns Bluff Road South, Jacksonville, FL 32246

Erik Brooks (CRD# 1637561) is an Investment Advisor Representative working at Allegiance Financial Advisors, Inc. in Jacksonville, FL and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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