Allied Financial Advisors, LLC Employee Directory

Financial ServicesUnited States2-10 Employees

Our mission is to provide our clients with the financial advice, information, tools, and services that, considering all the information available, we would provide for ourselves. We strive to deliver a fully integrated, professional, financial experience where clients benefit from a team approach to their  investment, insurance, retirement, estate, and financial planning needs.


Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC and Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Allied Financial Advisors, LLC and Cambridge are not affiliated.  This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NY, OH, PA, SC, VA, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Content provided via links to third party sites should not be considered an endorsement of content,
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Find Allied Financial Advisors, LLC employees' phone numbers or email addresses

Allied Financial Advisors, LLC Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Asia
1

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  • Malaysia
    1

Oceania
1

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  • New Zealand
    1

Allied Financial Advisors, LLC's Leadership

  • Stylized image of a person
    I. O.
    Partner & Financial Planner
    Phone icon
  • Stylized image of a person
    G. H.
    Partner
    Phone icon
  • Stylized image of a person
    J. G.
    Partner
    Phone icon
  • Stylized image of a person
    L. P.
    Client Services Manager
    Phone icon
  • Stylized image of a person
    C. L.
    Certified Financial Planner
    Phone icon
  • Stylized image of a person
    L. S. R.
    V.P. Operations
    Phone icon

Contact profiles from Allied Financial Advisors, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    I. O.
    Partner & Financial Planner
    Phone icon
    United StatesPennsylvania
    Jan 07, 2025
  • Stylized image of a person
    G. H.
    Partner
    Phone icon
    United StatesPennsylvania
    Oct 31, 2025
  • Stylized image of a person
    J. G.
    Partner
    Phone icon
    United StatesPennsylvania
    Oct 18, 2024
  • Stylized image of a person
    L. P.
    Client Services Manager
    Phone icon
    United StatesPennsylvania
    Oct 26, 2025
  • Stylized image of a person
    C. L.
    Certified Financial Planner
    Phone icon
    United States
    Nov 18, 2025
  • Stylized image of a person
    L. S. R.
    V.P. Operations
    Phone icon
    United StatesPennsylvania
    Oct 18, 2025

Frequently Asked Questions

What is Allied Financial Advisors, LLC known for?

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Allied Financial Advisors, LLC was founded in 2020 operates in the Financial Services industry. The company's main headquarters is located in 3 Terry Dr, Suite 201A Newtown Township, Pennsylvania 18940, US. Explore Allied Financial Advisors, LLC's company overview page for more information.

What is Allied Financial Advisors, LLC's most common email format?

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

How many employees does Allied Financial Advisors, LLC have currently?

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Allied Financial Advisors, LLC has approximately 6 employees as of December 2025. These team members are located across 3 continents, including North AmericaAsiaOceania.

Who are Allied Financial Advisors, LLC's key employees and leadership?

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As of December 2025, Allied Financial Advisors, LLC's key employees include:

  • Partner & Financial Planner: I. O.
  • Partner: G. H.
  • Partner: J. G.
  • Client Services Manager: L. P.
  • Certified Financial Planner: C. L.

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