The Strategic Financial Alliance

The Strategic Financial Alliance (CRD# 126514) is a financial advisory firm headquartered in Atlanta, GA. They manage $384,370,810 in 2,163 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    384
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at The Strategic Financial Alliance
Showing 1 - 10 of 64 top financial advisors.
1
Andrea L. Albu
CRD#: 2221132
2200 Century Parkway, Suite 500, Atlanta, GA 30345

Andrea Albu (CRD# 2221132) is an Investment Advisor Representative working at The Strategic Financial Alliance in Atlanta, GA and has over 15 years of experience in the finance industry.

2
Lori P. Allison
CRD#: 4006962
10300 Eaton Place, Suite 470, Fairfax, VA 22030

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. Lori Allison 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.

3
Kevin Bartel
CRD#: 5691133
Larkspur, CA

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.

4
Thomas R. Beck
CRD#: 2613804
Larkspur, CA

Thomas Beck (CRD# 2613804) is an Investment Advisor Representative working at The Strategic Financial Alliance in Larkspur, CA and has over 28 years of experience in the finance industry.

5
William B. Bowers
CRD#: 4433033
Raleigh, NC

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. William Bowers 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.

6
Melissa Bunson
CRD#: 4039352
3930 East Jones Bridge Road, 175, Peachtree Corners, GA 30092

Melissa Bunson (CRD# 4039352) is an Investment Advisor Representative working at The Strategic Financial Alliance in Peachtree Corners, GA and has over 21 years of experience in the finance industry.

7
Sherry W. Campbell
CRD#: 2407196
603 Dolley Madison Road, Ste 200, Greensboro, NC 27410

Sherry Campbell (CRD# 2407196) is an Investment Advisor Representative working at The Strategic Financial Alliance in Greensboro, NC and has over 26 years of experience in the finance industry. Sherry Campbell 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.

8
Amy N. Conley
CRD#: 2171373
2200 Century Parkway, Suite 500, Atlanta, GA 30345

Amy Conley (CRD# 2171373) is an Investment Advisor Representative working at The Strategic Financial Alliance in Atlanta, GA and has over 26 years of experience in the finance industry.

9
Nancy M. Corrigan
CRD#: 4644847
1326 Castro Street, San Francisco, CA 94114

Nancy Corrigan (CRD# 4644847) is an Investment Advisor Representative working at The Strategic Financial Alliance in San Francisco, CA and has over 20 years of experience in the finance industry.

10
Andrew M. Crane
CRD#: 5087357
3930 East Jones Bridge Road, 150, Peachtree Corners, GA 30092

Andrew Crane (CRD# 5087357) is an Investment Advisor Representative working at The Strategic Financial Alliance in Peachtree Corners, GA and has over 17 years of experience in the finance industry.

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