A complete list of active advisors currently associated with Allied Investments

Warmer can help you find a great advisor at Allied Investments or one who fits your needs even better.

Allied Investments of Tennessee is an independent, single-advisor registered investment adviser serving individuals, high‑net‑worth households, retirement plans and corporate/business clients. The firm provides discretionary investment management and related services, and also offers financial planning, tax preparation and trustee-related services. Portfolios are typically built with ETFs and low‑cost diversified mutual funds and may include individual stocks, bonds and other instruments to meet client objectives. The adviser uses fundamental and charting analysis for portfolio construction and, notably, employs options and other derivatives within separately managed accounts as part of its implementation toolkit. What is distinctive about the firm relative to many small independent advisers is its active work with corporate or business clients combined with the use of derivatives in client accounts. The firm operates under a fiduciary standard, maintains a custody relationship with an institutional custodian to execute and clear trades, and manages accounts on a discretionary basis with ongoing monitoring and rebalancing.

To learn more about the advisors currently working at Allied Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Justin Lester	Johnson City, TN	17

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