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Alfred Charles Dellaporta

ALLEGIANCE FINANCIAL ADVISORS, INC.·JACKSONVILLE, Florida
Series 51, Series 24, Series 7, Series 6, Series 65, Series 63Clean recordALLEGIANCE FINANCIAL ADVISORS, INC.
3112 ST. JOHNS BLUFF ROAD SOUTH, JACKSONVILLE, FL 32246-3712CRD# 1572372Firm CRD# 127293

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alfred Charles Dellaporta · JACKSONVILLE, FL
Registration
CRD #1572372 · ALLEGIANCE FINANCIAL ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Alfred Charles Dellaporta is a registered financial advisor based in JACKSONVILLE, Florida, affiliated with ALLEGIANCE FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ALLEGIANCE FINANCIAL ADVISORS, INC.
ALLEGIANCE FINANCIAL ADVISORS, INC.
AUM
$131M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ALLEGIANCE FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1572372
Firm CRD# 127293
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alfred Charles Dellaporta offer?
Alfred Charles Dellaporta specializes in Financial Planning, Investment Management. Contact their office in JACKSONVILLE, Florida for a consultation.
What are Alfred Charles Dellaporta's credentials?
Alfred Charles Dellaporta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alfred Charles Dellaporta located?
Alfred Charles Dellaporta is based in JACKSONVILLE, Florida, working with ALLEGIANCE FINANCIAL ADVISORS, INC.. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.
How does Alfred Charles Dellaporta charge for services?
Alfred Charles Dellaporta's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLEGIANCE FINANCIAL ADVISORS, INC.?
ALLEGIANCE FINANCIAL ADVISORS, INC. has approximately 7 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALLEGIANCE FINANCIAL ADVISORS, INC.

Joseph James Maltese
JACKSONVILLE, FL
CFP
Tammara Ann Toton
JACKSONVILLE, FL

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Research
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