Skip to content

Christopher Oshea

Investment adviser representative at Allegiance Financial Advisors in Jacksonville, FL

Investment adviser and broker registrationsUpdated

Christopher Oshea is an investment adviser representative at Allegiance Financial Advisors, Inc., an investment adviser managing $182M, and works from its Jacksonville, FL office. Christopher Oshea has been registered through Allegiance Financial Advisors since 1 November 2004, has 27 years in the industry across 2 firms and has passed the Series 6, Series 63, Series 65 and Series 7.

27
Years in industry
21
Years at firm
2
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Christopher Oshea has been an investment adviser representative at Allegiance Financial Advisors since November 2004, and is not listed among the firm’s executive officers or direct owners.

Allegiance Financial Advisors, Inc. is a Jacksonville, FL firm with $182M under management, 338 clients and 6 advisers in one office, as of its February 2026 filing.

Christopher S. O’Shea joined Allegiance Financial Advisors in 2003 and is a member of its Investment Committee. In 2010 he was named Vice President of Allegiance Financial Advisors, Inc. He joined Signator Investors, Inc. in 1998 as a registered representative, and in 2018 became affiliated with Osaic Wealth, Inc. as a Registered Representative.

Christopher Oshea’s longest registration is the current one, 21 years at Allegiance Financial Advisors since 2004. Before joining Allegiance Financial Advisors in 2004, Christopher Oshea was registered through Signator Investors, Inc.

  1. – present · 21 years
    Jacksonville, FL · Adviser representative · Firm CRD 127293
  2. Signator Investors, Inc.
    – · 3 years
    Jacksonville, FL · Adviser representative · Firm CRD 468

Credentials and registrations

Professional designations

Listed by Allegiance Financial Advisors

  • Chartered Financial Consultant (ChFC)

Investment adviser representative registrations

Christopher Oshea is registered as an investment adviser representative in 2 states. Each was approved in November 2004.

  • FloridaSince 1 November 2004
  • GeorgiaSince 11 November 2004

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 719 December 2003
Name
General Securities Representative Examination
Series 6517 June 1999
Name
Uniform Investment Adviser Law Examination
Series 637 June 1999
Name
Uniform Securities Agent State Law Examination
Series 62 November 1998
Name
Investment Company Products/Variable Contracts Representative Examination

Key facts

Full name
Christopher Samuel Oshea
CRD
3098503
Office
3112 ST, JOHNS BLUFF ROAD, Jacksonville, FL 32246
Registration
Investment adviser and broker registrations
In the industry since
November 1998
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Christopher Oshea work?

Christopher Oshea is an investment adviser representative registered through Allegiance Financial Advisors, Inc. since November 2004, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Christopher Oshea a financial advisor?

Yes. Christopher Oshea has a current investment-adviser registration in Florida and Georgia, through Allegiance Financial Advisors since November 2004.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Christopher Oshea have?

Christopher Oshea has 27 years in the financial industry, since November 1998, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Christopher Oshea passed?

Christopher Oshea has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in November 1998. FINRA credited Christopher Oshea with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where is Christopher Oshea based?

Christopher Oshea’s registered office is in Jacksonville, FL.

Source: IAPD individual record, checked 22 October 2026

Is Christopher Oshea registered with FINRA?

Yes. Christopher Oshea has a current broker registration, under CRD 3098503.

Source: FINRA BrokerCheck

How can I verify Christopher Oshea’s record?

Search CRD 3098503 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Christopher Oshea’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Allegiance Financial Advisors

Sources

  1. IAPD individual record, CRD 3098503, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Allegiance Financial Advisors, Inc., filed 10 February 2026. Executive officers and direct owners; this person is not among them.
  3. Allegiance Financial Advisors team page. Biography, education, credentials, awards.