Allegiance Wealth Management

Allegiance Wealth Management (CRD# 305050) is a financial advisory firm headquartered in Lafayette, IN. They manage $1,151,000 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3990 State Road 38 East, Ste 7, Lafayette, IN 47905
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $127,889
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Allegiance Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Kevin Grant, financial advisor Lafayette IN
Kevin J. Grant
CRD#: 4361754
3990 State Road 38 East, Ste 7, Lafayette, IN 47905

Kevin Grant (CRD# 4361754) is an Investment Advisor Representative working at Allegiance Wealth Management in Lafayette, IN and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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