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).
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Total Assets Under Management334MILLION
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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
- 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
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 28 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 21 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 20 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.