Allegiance Financial Advisors, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 127293
- SEC number
- 801-121302
- Firm type
- RIA
- Assets under management
- $181.9M as of Feb 10, 2026
- Website
- www.allegianceadvisors.com ↗
- Phone
- 904-642-4401
- Address
- 3112 St. Johns Bluff Road South, Jacksonville, FL, 32246-3712
Advisors at this firm
6 in our index · page 1 of 1
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Brenda Anne BarrettCRD 4800525 · Jacksonville, FLIA RegisteredBroker
-
Erik Baker BrooksCRD 1637561 · Jacksonville, FLIA RegisteredBroker
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Michael G Della PortaCRD 6715855 · Jacksonville, FLIA RegisteredBroker
-
Joseph James MalteseCRD 2615850 · Jacksonville, FLIA RegisteredBroker
-
Christopher Samuel OsheaCRD 3098503 · Jacksonville, FLIA RegisteredBroker
-
Tammara Ann TotonCRD 4544032 · Jacksonville, FLIA RegisteredBroker
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 127293 ↗
FINRA BrokerCheck record for firm CRD 127293 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.