Advanced Financial Strategists Inc.

Advanced Financial Strategists Inc. (CRD# 106463) is a financial advisory firm headquartered in Suwanee, GA. They manage $67,007,511 in 284 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    284
    ACCOUNTS
  • Average Account Value
    $235,942
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA

Financial Advisors at Advanced Financial Strategists Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Eric C. Loyd
CRD#: 2378616
2055 North Brown Road, Suite 130, Lawrenceville, GA 30043
96
Wealthminder
score

Eric Loyd (CRD# 2378616) is an Investment Advisor Representative working at Advanced Financial Strategists Inc. in Lawrenceville, GA and has over 21 years of experience in the finance industry. Eric Loyd 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.

2
John D. Holden
CRD#: 2006574
1325 Satellite Boulevard, Building 1300, Suite 1301, Suwanee, GA 30024
93
Wealthminder
score

John Holden (CRD# 2006574) is an Investment Advisor Representative working at Advanced Financial Strategists Inc. in Suwanee, GA and has over 26 years of experience in the finance industry.

3
Brandon K. Sproles
CRD#: 4055034
2055 North Brown Road, Suite 130, Lawrenceville, GA 30043
93
Wealthminder
score

Brandon Sproles (CRD# 4055034) is an Investment Advisor Representative working at Advanced Financial Strategists Inc. in Lawrenceville, GA and has over 16 years of experience in the finance industry.

4
John M. Prichystal
CRD#: 4645746
1325 Satellite Boulevard, Building 1300, Suite 1301, Suwanee, GA 30024
87
Wealthminder
score

John Prichystal (CRD# 4645746) is an Investment Advisor Representative working at Advanced Financial Strategists Inc. in Suwanee, GA and has 1 year of experience in the finance industry.

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