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).
-
Total Assets Under Management334MILLION
-
Total Number of Accounts1,360ACCOUNTS
-
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
![](/img/ws/firm-ria-sec-logo.png)
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 16 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 24 years of experience in the finance industry.
Kevin Bartel (CRD# 5691133) is an Investment Advisor Representative working at The Strategic Financial Alliance in Larkspur, CA and has over 11 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 29 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 22 years of experience in the finance industry.
Melissa Bunson (CRD# 4039352) is an Investment Advisor Representative working at The Strategic Financial Alliance in Peachtree Corners, GA and has over 22 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 27 years of experience in the finance industry.
Amy Conley (CRD# 2171373) is an Investment Advisor Representative working at The Strategic Financial Alliance in Atlanta, GA and has over 27 years of experience in the finance industry.
Nancy Corrigan (CRD# 4644847) is an Investment Advisor Representative working at The Strategic Financial Alliance in San Francisco, CA and has over 21 years of experience in the finance industry.
Andrew Crane (CRD# 5087357) is an Investment Advisor Representative working at The Strategic Financial Alliance in Peachtree Corners, GA and has over 18 years of experience in the finance industry.