Brett Anthony Thompson
Investment Adviser Representative at Allegiance Financial Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brett Anthony Thompson is an investment adviser representative with Allegiance Financial Group in Vienna, VA, where they have been registered since 2024. They have worked in the securities industry since 2022 and were previously registered with Equitable Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Virginia.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Virginia
- Broker:
1 state or territory
Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Equitable Advisors, LLCApr 2021 – Nov 2022New York, NY
- Northern Virginia Community CollegeAug 2016 – Aug 2017Bristow, VA
- Virginia TechAug 2017 – Dec 2020Blacksburg, VA
- JK Moving ServicesMay 2017 – Aug 2017Sterling, VA
- ITSC Secure SolutionsMay 2018 – Aug 2018Falls Church, VA
- Cassaday & Company Wealth ManagementMay 2019 – Aug 2019McLean, VA
- UnemployedDec 2020 – Apr 2021Bristow, VA
- The Strategic Financial Alliance, Inc.Jul 2023 – no end date reportedAtlanta, GA
- UnemployedNov 2022 – Jul 2023Bristow, VA
- Allegiance Financial Group Advisory Services, LLCJul 2023 – no end date reportedVienna, VA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Allegiance Financial Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Vienna, VA
- SEC file number:
- 801-122267
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 21, 2026
View full firm profileOther advisors at Allegiance Financial Group
6 other advisors in the directory
Similar advisors in Vienna, VA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brett Anthony Thompson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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