Allegiance Financial Advisors
Allegiance Financial Advisors (CRD# 116369) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $50,458,490 in 216 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management50MILLION
Total Number of Accounts216ACCOUNTS
Average Account Value$233,604
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Carmen Petote (CRD# 1328503) is an Investment Advisor Representative working at Allegiance Financial Advisors in Pittsburgh, PA and has over 32 years of experience in the finance industry. Carmen Petote 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.