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Paladin Research Report For:

Joey Hyde

Allegis Financial Partners

2701 N Thanksgiving Way, #100
Lehi, UT 84043
801-792-4933

About Joey Hyde

Before becoming a financial planner, I spent years on the other side of the table. At Intermountain Health, SpaceX, and Extra Space Storage, I managed 401(k) plans, pensions, and employee benefits, giving me an insider's understanding of how employer retirement and benefits programs really work. Today, as a financial planner with Allegis Financial Partners, I bring that real-world experience to comprehensive planning for people at every stage of life  whether you're growing your savings, navigating a career change, or building a lasting retirement income strategy. My focus is simple: helping you make confident, informed decisions with the money you've worked hard to earn.

See Disclosures

General Information

CRD#
  • 7478146
Firm CRD#
  • 4173
Name of Broker/Dealer
  • ONEAMERICA SECURITIES, INC.
States Licensed in
  • UT
Years of Experience in Financial Services
  • 3
Work with the following types of clients
  • Businesses, Individual Investors
Advisory Services Provided
  • Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Risk Management, Education Funding and Planning, Financial Planning for Individuals

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
  • 1%

Education

MBA -

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

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

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