Allegiance Financial Group Employee Directory

Financial ServicesUnited States11-50 Employees

Financial Services for High Net Worth Individuals, Corporations and Non-Profit Organizations.  Investment Management, Company Sponsored Retirement Plans, Estate Planning, Education Planning, Retirement Planning.  Life and Health Insurance.

Securities and advisory services offered through LPL Financial. Member FINRA/SIPC 
Content is for general purposes only and is not an offer to buy or sell any security.  LPL Financial does not provide tax or legal advice.


LPL Financial Privacy Policy:  https://public.websteronline.com/personal/lpl-privacy-policy-and-opt-out-information

Find Allegiance Financial Group employees' phone numbers or email addresses

Allegiance Financial Group Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Asia
1

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  • India
    1

Allegiance Financial Group's Leadership

  • Stylized image of a person
    T. D.
    Chief Credit Officer
    Phone icon
  • Stylized image of a person
    A. P.
    Owner
    Phone icon
  • Stylized image of a person
    J. L.
    Partner
    Phone icon
  • Stylized image of a person
    T. J.
    Vice President
    Phone icon
  • Stylized image of a person
    S. S.
    Director
    Phone icon
  • Stylized image of a person
    V. U.
    Documentation And Compliance Manager
    Phone icon
  • Stylized image of a person
    C. E.
    Credit Analyst Intern
    Phone icon

Contact profiles from Allegiance Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. P.
    Owner
    Phone icon
    United StatesVirginia
    Oct 20, 2025
  • Stylized image of a person
    J. L.
    Partner
    Phone icon
    United StatesMinnesota
    Sep 09, 2025
  • Stylized image of a person
    T. D.
    Chief Credit Officer
    Phone icon
    United StatesMinnesota
    Jul 16, 2025
  • Stylized image of a person
    T. J.
    Vice President
    Phone icon
    United StatesMinnesota
    Jul 19, 2025
  • Stylized image of a person
    S. S.
    Director
    Phone icon
    IndiaDelhi
    Jul 15, 2025
  • Stylized image of a person
    V. U.
    Documentation And Compliance Manager
    Phone icon
    United StatesMinnesota
    Jul 20, 2025
  • Stylized image of a person
    C. E.
    Credit Analyst Intern
    Phone icon
    United StatesMinnesota
    Oct 17, 2024

Frequently Asked Questions

What is Allegiance Financial Group known for?

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Allegiance Financial Group operates in the Financial Services industry. The company's main headquarters is located in 21820 Burbank Boulevard, Suite 300 North Building Woodland Hills, CA 91367, US; you can contact the main corporate office by phone at . Explore Allegiance Financial Group's company overview page for more information.

What is Allegiance Financial Group's most common email format?

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Allegiance Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Allegiance Financial Group email formats with LeadIQ.

How many employees does Allegiance Financial Group have currently?

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Allegiance Financial Group has approximately 15 employees as of October 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are Allegiance Financial Group's key employees and leadership?

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As of October 2025, Allegiance Financial Group's key employees include:

  • Chief Credit Officer: T. D.
  • Owner: A. P.
  • Partner: J. L.
  • Vice President: T. J.
  • Director: S. S.

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