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Assaf Meir Pinchas

Allegiance Financial Group

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About Assaf Meir Pinchas

Assaf Meir Pinchas is a financial advisor with over 25 years of experience in the industry. Assaf is a Registered Representative of Allegiance Financial Group, LLC, a firm based in Vienna, VA. Assaf is also a Registered Investment Advisor. Assaf has earned the Certified Financial Planner designation. Assaf has a focus on providing financial planning and wealth management services to individuals and families. Assaf is also registered to provide investment advisory services to charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

Firm Information

Assaf Pinchas is currently registered with Allegiance Financial Group. Allegiance Financial Group is a registered investment advisor headquartered in Vienna, VA. They offer a range of services including financial planning, pension consulting, and portfolio management for individuals and businesses. They manage approximately $418,754,604 in assets for a total of 1,273 clients.
Allegiance Financial Group

374 MAPLE AVENUE EAST

VIENNA, VA 22180

$418.75M

Assets Under Management

5

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Assaf Pinchas’s Registration & Firm History

VA

09/03/2021 - Present

Allegiance Financial Group (VIENNA VA)

VA

10/18/2001 - 08/16/2013

H. BECK, INC. (VIENNA VA)

MN

06/05/1995 - 10/25/2001

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

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Licenses & Designations

IA

Issued 12/08/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/13/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/1999

Series 7 - General Securities Representative Examination

BC

Issued 06/02/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Assaf Meir Pinchas.
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