Financial ADVSR advisor directory · SEC adviser records
Allegiance Financial Group financial advisors in Vienna, VA
Every SEC-registered investment adviser representative at a Allegiance Financial Group office in Vienna, A to Z.
The short answer
4 registered advisors work at Allegiance Financial Group in Vienna, out of 5 at the firm nationwide; it ranks number 20 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.
Allegiance Financial Group advisors in Vienna, A to Z
Every Allegiance Financial Group advisor →- Assaf M. PinchasCertified Financial Planner · Also a broker rep
- Brett A. ThompsonAlso a broker rep
- Garrett WelshInvestment adviser rep
- Shawn M. WilliamsonCertified Financial Planner · Also a broker rep
Allegiance Financial Group advisors in every city and state →Allegiance Financial Group: assets, clients and custodians →Advisor Moves: who changed firms this week →
Allegiance Financial Group advisors in other cities
Other firms in Vienna
All Vienna advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 99RBC Capital Markets, LLC 59Florida Financial Advisors, LLC 58Cetera Investment Advisers LLC 38Navy Federal Investment Services, LLC 32LPL Enterprise, LLC 24Td Private Client Wealth LLC 24Eagle Strategies LLC 23Ameriprise Financial Services, LLC 21Osaic Wealth, Inc. 16Rembert Pendleton Jackson 16LPL Financial LLC 9
Questions
How many financial advisors does Allegiance Financial Group have in Vienna?
4 investment adviser representatives are registered at Allegiance Financial Group offices in Vienna, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Is Allegiance Financial Group one of the largest advisor employers in Vienna?
Allegiance Financial Group ranks number 20 in Vienna by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 99.
How do I check a Allegiance Financial Group advisor in Vienna?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Allegiance Financial Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.