Allied Investments

Allied Investments (CRD# 314512) is a financial advisory firm headquartered in Johnson City, TN. They manage $64,385,464 in 186 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
532 Princeton Road, Johnson City, TN 37601
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    186
    ACCOUNTS
  • Average Account Value
    $346,158
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TN, TX, VA

Financial Advisors at Allied Investments
Showing 1 - 1 of 1 top financial advisors.
1
Justin Lester, financial advisor Johnson City TN
Justin A. Lester
CRD#: 5715545
532 Princeton Road, Johnson City, TN 37601

Justin Lester (CRD# 5715545) is an Investment Advisor Representative working at Allied Investments in Johnson City, TN and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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