Brett Anthony Thompson
Investment adviser representative at Allegiance Financial Group
10 yearsExperience
1 stateRegistered in
$675MFirm 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
- Pension consulting
Experience
10 years in the industry.
- Allegiance Financial GroupOct 2024 to now
- Allegiance Financial Group Advisory Services, LLCJul 2023 to now
- The Strategic Financial Alliance, Inc.Jul 2023 to now
- UnemployedNov 2022 to Jul 2023
- Equitable Advisors, LLCApr 2021 to Nov 2022
- UnemployedDec 2020 to Apr 2021
- Cassaday & Company Wealth ManagementMay 2019 to Aug 2019
- Itsc Secure SolutionsMay 2018 to Aug 2018
- Virginia TechAug 2017 to Dec 2020
- Jk Moving ServicesMay 2017 to Aug 2017
- Northern Virginia Community CollegeAug 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (VA).
Allegiance Financial Group
Legal name: Allegiance Financial Group Advisory Services LLC
$675MAssets managed
605Clients
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
- 7126476
- Firm CRD
- 313110