Samantha Buchanan
Investment Adviser Representative at Allegiance Financial Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Samantha Buchanan is an investment adviser representative with Allegiance Financial Group in Wilmington, NC, where they have been registered since 2026, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in North Carolina and Virginia.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina, 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.
- Compass Wealth ManagementMay 2025 – Aug 2025Atlanta, GA
- Savannah Quarters Country ClubJul 2021 – Jan 2022Pooler, GA
- American EagleFeb 2021 – Apr 2021Pooler, GA
- CVSDec 2020 – Feb 2021Rincon, GA
- Allegiance Financial Group Advisory Services, LLCJan 2026 – no end date reportedVienna, VA
- Bloomin' BrandsFeb 2022 – Dec 2025Athens, GA
- KFCSep 2020 – Dec 2020Rincon, GA
- UnemployedApr 2016 – Aug 2020Rincon, GA
Official records & sources
Data as of August 11, 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 Wilmington, NC
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. Samantha Buchanan 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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