Allegiance Financial Advisors

Allegiance Financial Advisors (CRD# 116369) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $51,389,768 in 242 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.


Financial Advisors at Allegiance Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
Carmen M. Petote
CRD#: 1328503
202 Mcknight Park Drive, Pittsburgh, PA 15237

Carmen Petote (CRD# 1328503) is an Investment Advisor Representative working at Allegiance Financial Advisors in Pittsburgh, PA and has over 33 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.

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