The Strategic Financial Alliance
The Strategic Financial Alliance (CRD# 126514) is a financial advisory firm headquartered in Atlanta, GA. They manage $334,013,066 in 1,360 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management334MILLION
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Total Number of Accounts1,360ACCOUNTS
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Average Account Value$245,598
- 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
John Dunn (CRD# 2448503) is an Investment Advisor Representative working at The Strategic Financial Alliance in Woodstock, GA and has over 30 years of experience in the finance industry.
Chad Edwards (CRD# 5437543) is an Investment Advisor Representative working at The Strategic Financial Alliance in Peachtree Corners, GA and has over 16 years of experience in the finance industry.
Keya Erving (CRD# 6460884) is an Investment Advisor Representative working at The Strategic Financial Alliance in Atlanta, GA and has over 5 years of experience in the finance industry.
Richard Gailey (CRD# 2192928) is an Investment Advisor Representative working at The Strategic Financial Alliance in Lake Mary, FL and has over 16 years of experience in the finance industry.
Kathryn Gustafson (CRD# 2926226) is an Investment Advisor Representative working at The Strategic Financial Alliance in Fairfax, VA and has over 26 years of experience in the finance industry.
Veronica Harrell (CRD# 5898449) is an Investment Advisor Representative working at The Strategic Financial Alliance in Atlanta, GA and has over 7 years of experience in the finance industry.
William Henn (CRD# 4041370) is an Investment Advisor Representative working at The Strategic Financial Alliance in Temple, TX and has over 24 years of experience in the finance industry.
Mel Hertz (CRD# 707875) is an Investment Advisor Representative working at The Strategic Financial Alliance in Honolulu, HI and has over 37 years of experience in the finance industry.
Christy Horlacher (CRD# 6068460) is an Investment Advisor Representative working at The Strategic Financial Alliance in Myrtle Beach, SC and has over 11 years of experience in the finance industry.
Moiz Husain (CRD# 2224939) is an Investment Advisor Representative working at The Strategic Financial Alliance in Atlanta, GA and has over 32 years of experience in the finance industry.