Samantha Buchanan
Investment adviser representative at Allegiance Financial Group
10 yearsExperience
2 statesRegistered 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 GroupJun 2026 to now
- Allegiance Financial Group Advisory Services, LLCJan 2026 to now
- Compass Wealth ManagementMay 2025 to Aug 2025
- Bloomin' BrandsFeb 2022 to Dec 2025
- Savannah Quarters Country ClubJul 2021 to Jan 2022
- American EagleFeb 2021 to Apr 2021
- CvsDec 2020 to Feb 2021
- KfcSep 2020 to Dec 2020
- UnemployedApr 2016 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 8206495
- Firm CRD
- 313110