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Joey Hyde

Allegis Financial Partners

2701 N Thanksgiving Way, #100

Lehi, UT 84043

801-792-4933

About Allegis Financial Partners

Allegis Financial Partners is a comprehensive financial services agency dedicated to helping individuals, families, and businesses build stable, proactive pathways toward their long-term financial goals.

See Disclosures

General Information

Firm Start Year

CRD#

7478146

Firm CRD#

4173

Name of Broker/Dealer

ONEAMERICA SECURITIES, INC.

States Licensed in

Years of Experience in Financial Services

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Individuals, 401K Rollovers, Wealth Management, Risk Management, Money Management, Education Funding and Planning

Services

Investment Types

Mutual Funds, Bonds, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Stocks, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Phone, Email, Our Office, Video Conference

Compliance

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets, Commissions

Fee % Based on Assets

Education

MBA -

University of Utah
09/01/2003 -06/01/2005

Disclosures

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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893919/retirementplanning-Allegis-Financial-Partners-detailed-disclosure.html

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