Roberta Lee-Driscoll, financial advisor Honolulu HI

Roberta Lee-Driscoll

CRD Number: 1837742
Current Firm: The Strategic Financial Alliance

Roberta Lee-Driscoll (CRD# 1837742) is an Investment Advisor Representative working at The Strategic Financial Alliance in Honolulu, HI and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
The Strategic Financial Alliance, Inc. Atlanta, GA Apr 2009 - Current 14
Roberta Lee-driscoll Honolulu, HI Jun 1988 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1988
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Roberta Lee-Driscoll
Phone Number: 678-954-4000
Firm Website: http://www.thesfa.net
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    384
    MILLIONS
  • Total Number of Accounts
    2,163
    ACCOUNTS
  • Average Account Value
    $177,703
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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