The Strategic Financial Alliance
The Strategic Financial Alliance (CRD# 126514) is a financial advisory firm headquartered in Atlanta, GA. They manage $525,453,555 in 2,557 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management525MILLION
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Total Number of Accounts2,557ACCOUNTS
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Average Account Value$205,496
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Andrea Albu (CRD# 2221132) is an Investment Advisor Representative working at The Strategic Financial Alliance in Atlanta, GA and has over 14 years of experience in the finance industry.
Lori Allison (CRD# 4006962) is an Investment Advisor Representative working at The Strategic Financial Alliance in Fairfax, VA and has over 23 years of experience in the finance industry. Lori Allison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kevin Bartel (CRD# 5691133) is an Investment Advisor Representative working at The Strategic Financial Alliance in Larkspur, CA and has over 10 years of experience in the finance industry.
Thomas Beck (CRD# 2613804) is an Investment Advisor Representative working at The Strategic Financial Alliance in Larkspur, CA and has over 27 years of experience in the finance industry.
D Blankenship (CRD# 2842335) is an Investment Advisor Representative working at The Strategic Financial Alliance in Atlanta, GA and has over 26 years of experience in the finance industry.
Thomas Borst (CRD# 26381) is an Investment Advisor Representative working at The Strategic Financial Alliance in Albany, GA and has over 11 years of experience in the finance industry.
William Bowers (CRD# 4433033) is an Investment Advisor Representative working at The Strategic Financial Alliance in Raleigh, NC and has over 21 years of experience in the finance industry. William Bowers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Melissa Bunson (CRD# 4039352) is an Investment Advisor Representative working at The Strategic Financial Alliance in Peachtree Corners, GA and has over 20 years of experience in the finance industry.
Sherry Campbell (CRD# 2407196) is an Investment Advisor Representative working at The Strategic Financial Alliance in Greensboro, NC and has over 25 years of experience in the finance industry. Sherry Campbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Amy Conley (CRD# 2171373) is an Investment Advisor Representative working at The Strategic Financial Alliance in Atlanta, GA and has over 25 years of experience in the finance industry.