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Shawn Michael Williamson

ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC·VIENNA, Virginia
SIE, Series 6, Series 7, Series 63, Series 65CFPClean record24 years registeredALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC
374 MAPLE AVENUE EAST, VIENNA, VA 22180CRD# 2829022Firm CRD# 313110

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shawn Michael Williamson · VIENNA, VA
Registration
CRD #2829022 · ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

ALLEGIANCE FINANCIAL GROUP
Sep 2021 – present
ACORN FINANCIAL ADVISORY SERVICES, INC.
Aug 2013 – Oct 2021
VIENNA, VA
H. BECK, INC.
Dec 2001 – Aug 2013
VIENNA, VA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · December 6, 2001
Years registered · 24
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC
CRD 313110 · SEC 801-122267
AUM
$419M
Regulatory assets under management
Employees
10
1,273 client accounts
Services offered by ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC →
Introduction

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05

Frequently Asked Questions

What services does Shawn Michael Williamson offer?
Shawn Michael Williamson specializes in Financial Planning, Investment Management. Contact their office in VIENNA, Virginia for a consultation.
What are Shawn Michael Williamson's credentials?
Shawn Michael Williamson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Shawn Michael Williamson located?
Shawn Michael Williamson is based in VIENNA, Virginia, working with ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC. Their office serves clients in the VIENNA metropolitan area and surrounding communities.
How does Shawn Michael Williamson charge for services?
Shawn Michael Williamson'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 GROUP ADVISORY SERVICES LLC?
ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC has approximately 10 employees and manages $419M 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 GROUP ADVISORY SERVICES LLC

Assaf Meir Pinchas
VIENNA, VA
CFP
Charles Richard Cooke
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CFP

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