Allied Financial Consultant LLC

Allied Financial Consultant LLC (CRD# 158812) is a financial advisory firm headquartered in Fort Worth, TX. They manage $3,028,933 in 104 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
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
  • Selection of other advisers (including private fund managers)
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 Allied Financial Consultant LLC
Showing 1 - 1 of 1 top financial advisors.
James M. Martin
CRD#: 2760601
3001 Halloran Street, Ste C, Fort Worth, TX 76107

James Martin (CRD# 2760601) is an Investment Advisor Representative working at Allied Financial Consultant LLC in Fort Worth, TX and has over 21 years of experience in the finance industry.

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