Brenda Anne Barrett
Investment adviser representative at Allegiance Financial Advisors, Inc.
20 yearsExperience
2 statesRegistered in
$181.9MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Osaic Wealth, Inc.Nov 2018 to now
- Allegiance Financial Advisors, Inc.Jan 2008 to now
- Jhfn SiiMay 2006 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (FL, GA).
Allegiance Financial Advisors, Inc.
$181.9MAssets managed
338Clients
7Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4800525
- Firm CRD
- 127293