Patricia Koehn (CRD# 708274) is an Investment Advisor Representative working at The Strategic Financial Alliance in Jasper, GA and has over 35 years of experience in the finance industry. Patricia Koehn 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.
CRD# 1742325
Edward Jones
CRD# 2793547
Lpl Financial LLC
CRD# 4242013
Optivise Advisory Services LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Strategic Financial Alliance, Inc. | Atlanta, GA | Nov 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1988 |
| S65 | NASAA Investment Advisors Law Examination | May 1994 |
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- GA
- TX
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Total Assets Under Management334MILLIONS
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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
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