The Strategic Financial Alliance

The Strategic Financial Alliance (CRD# 126514) is a financial advisory firm headquartered in Atlanta, GA. They manage $441,395,382 in 5,289 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    441
    MILLION
  • Total Number of Accounts
    5,289
    ACCOUNTS
  • Average Account Value
    $83,455
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)
  • Market timing services
  • Educational seminars/workshops
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.

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 116 top financial advisors.
1
Gregory A. Wales
CRD#: 4201577
402 Pendleton Road, Clemson, SC 29631
103
Wealthminder
score

Gregory A Wales (CRD# 4201577) is an Investment Advisor Representative and Registered Representative working at Keowee Financial Group in Clemson, SC and has over 15 years of experience in the finance industry.

 

Greg is a Partner at Keowee Financial Group, offering a broad spectrum of Financial Services.  As a full service financial adviser, offering Wealth Management, Retirement Planning, College Savings and Planning, Life Insurance, Disability Insurance, Long Term Care, Wealth Transfer and Legacy Planning, Brokerage and Investment Services.  Servicing Clients in SC, NC, and GA.

 

At Keowee Financial Group, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

 

Investments in securities involve risk, including the potential loss of principal invested.  We do not provide customer service or enable financial transactions through this site.  Should any client have questions or concerns that are specific to his or her account, please contact our office directly.  Do not post personal, account, or transaction information anywhere on this site.

 

2
Norman R. Strickland
CRD#: 438423
402 Pendleton Road, Clemson, SC 29633
101
Wealthminder
score

Norman Strickland (CRD# 438423) is an Investment Advisor Representative working at The Strategic Financial Alliance in Clemson, SC and has over 32 years of experience in the finance industry.

3
Keith E. Boger
CRD#: 2385437
Clarkesville, GA
98
Wealthminder
score

Keith Boger (CRD# 2385437) is an Investment Advisor Representative working at The Strategic Financial Alliance in Clarkesville, GA and has over 23 years of experience in the finance industry.

4
Amy G. Abromaitis
CRD#: 1796733
2200 Century Parkway, Suite 500, Atlanta, GA 30345
96
Wealthminder
score

Amy Abromaitis (CRD# 1796733) is an Investment Advisor Representative working at The Strategic Financial Alliance in Atlanta, GA and has over 20 years of experience in the finance industry. Amy Abromaitis 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.

5
Joseph R. Arellano
CRD#: 6987
Piedmont, CA
96
Wealthminder
score

Joseph Arellano (CRD# 6987) is an Investment Advisor Representative working at The Strategic Financial Alliance in Piedmont, CA and has over 19 years of experience in the finance industry.

6
Thomas R. Beck
CRD#: 2613804
100 Tamal Plaza, 110, Corte Madera, CA 94925
96
Wealthminder
score

Thomas Beck (CRD# 2613804) is an Investment Advisor Representative working at The Strategic Financial Alliance in Corte Madera, CA and has over 21 years of experience in the finance industry. Thomas Beck 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.

7
Sherry W. Campbell
CRD#: 2407196
445 Dolley Madison Road, Ste 306, Greensboro, NC 27410
96
Wealthminder
score

Sherry Campbell (CRD# 2407196) is an Investment Advisor Representative working at The Strategic Financial Alliance in Greensboro, NC and has over 19 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
John T. Dunn
CRD#: 2448503
202 Abbey Court, Alpharetta, GA 30004
96
Wealthminder
score

John Dunn (CRD# 2448503) is an Investment Advisor Representative working at The Strategic Financial Alliance in Alpharetta, GA and has over 22 years of experience in the finance industry. John Dunn 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.

9
Tiffini H. Gothard
CRD#: 5062429
705 W. Azeele Street, Tampa, FL 33606
96
Wealthminder
score

Tiffini Gothard (CRD# 5062429) is an Investment Advisor Representative working at The Strategic Financial Alliance in Tampa, FL and has over 10 years of experience in the finance industry. Tiffini Gothard 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.

10
Raymond F. Green
CRD#: 1236809
2301 Stonehenge Drive, 210, Raleigh, NC 27615
96
Wealthminder
score

Raymond Green (CRD# 1236809) is an Investment Advisor Representative working at The Strategic Financial Alliance in Raleigh, NC and has over 32 years of experience in the finance industry. Raymond Green 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.

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