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Brett Anthony Thompson

Allegiance Financial Group

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About Brett Anthony Thompson

Brett Anthony Thompson is a financial advisor with Allegiance Financial Group. Brett has been in the financial industry since January 18, 2022. Brett is registered with the state of Virginia and is currently active as a registered representative with the firm. Brett has a Series 7TO, Series 66, and SIE license and is licensed with FINRA. Brett has experience working with high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth.

Firm Information

Brett Thompson 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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Brett Thompson’s Registration & Firm History

VA

10/31/2024 - Present

Allegiance Financial Group (VIENNA VA)

TX

05/19/2021 - 11/07/2022

EQUITABLE ADVISORS, LLC (SAN ANTONIO TX)

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Licenses & Designations

BOTH

Issued 08/28/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/19/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/29/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brett Anthony Thompson.
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