ALLEGIANCE FINANCIAL ADVISORS, INC. of JACKSONVILLE, FL is an SEC-registered investment adviser (CRD 127293). Regulatory assets under management: $181.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Leonard A Mitchell | CHIEF COMPLIANCE OFFICER | Dallas, TX |
| Leonard Andy Mitchell | CHIEF COMPLIANCE OFFICER | Dallas, TX |
| Alfred Charles Dellaporta | PRESIDENT | — |
| Tammara Ann Toton | CHIEF COMPLIANCE OFFICER | — |
| DELLAPORTA ALFRED CHARLES | CHAIRMAN OF THE BOARD; PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| MALTESE JOSEPH JAMES | VICE PRESIDENT | — |
| TOTON TAMMARA ANN | CHIEF COMPLIANCE OFFICER | — |