Allegiance Wealth Management, Inc.
Allegiance Wealth Management, Inc. (CRD# 121392) is a financial advisory firm headquartered in , . They manage $31,191,435 in 149 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management31MILLION
Total Number of Accounts149ACCOUNTS
Average Account Value$209,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
William Palmer (CRD# 2676762) is an Investment Advisor Representative working at Allegiance Wealth Management, Inc. in Woodstock, GA and has over 22 years of experience in the finance industry. William Palmer 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.