Allegiance Financial Advisors, Inc.

Allegiance Financial Advisors, Inc. (CRD# 127293) is a financial advisory firm headquartered in Jacksonville, FL. They manage $55,598,052 in 257 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    257
    ACCOUNTS
  • Average Account Value
    $216,335
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA

Financial Advisors at Allegiance Financial Advisors, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Joseph J. Maltese
CRD#: 2615850
3112 St. Johns Bluff Road South, Jacksonville, FL 32246
96
Wealthminder
score

Joseph Maltese (CRD# 2615850) is an Investment Advisor Representative working at Allegiance Financial Advisors, Inc. in Jacksonville, FL and has over 12 years of experience in the finance industry. Joseph Maltese has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Christopher S. Oshea
CRD#: 3098503
3112 St, Johns Bluff Road, Jacksonville, FL 32246
96
Wealthminder
score

Christopher Oshea (CRD# 3098503) 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.

3
Tammara A. Toton
CRD#: 4544032
3112 St. Johns Bluff Road South, Jacksonville, FL 32246
93
Wealthminder
score

Tammara Toton (CRD# 4544032) is an Investment Advisor Representative working at Allegiance Financial Advisors, Inc. in Jacksonville, FL and has over 10 years of experience in the finance industry.

4
Brenda A. Barrett
CRD#: 4800525
3112 St. Johns Bluff Road South, Jacksonville, FL 32246
81
Wealthminder
score

Brenda Barrett (CRD# 4800525) is an Investment Advisor Representative working at Allegiance Financial Advisors, Inc. in Jacksonville, FL and has over 13 years of experience in the finance industry.

5
Mark A. Pruitt
CRD#: 6173874
3112 St. Johns Bluff Road South, Jacksonville, FL 32246
69
Wealthminder
score

Mark Pruitt (CRD# 6173874) is an Investment Advisor Representative working at Allegiance Financial Advisors, Inc. in Jacksonville, FL and has over 4 years of experience in the finance industry.

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