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
Julius Hutchinson (CRD# 1170068) is an Investment Advisor Representative working at The Strategic Financial Alliance in Greensboro, NC and has over 40 years of experience in the finance industry.
David Kapchinske (CRD# 2110320) is an Investment Advisor Representative working at The Strategic Financial Alliance in Woodstock, GA and has over 33 years of experience in the finance industry.
Glenn Keen (CRD# 1342526) is an Investment Advisor Representative working at The Strategic Financial Alliance in Alpharetta, GA and has over 38 years of experience in the finance industry.
Mark Keen (CRD# 3178657) is an Investment Advisor Representative working at The Strategic Financial Alliance in Atlanta, GA and has over 25 years of experience in the finance industry.
Cheryl Knight (CRD# 1854248) is an Investment Advisor Representative working at The Strategic Financial Alliance in Foothill Ranch, CA and has over 25 years of experience in the finance industry.
Patricia Koehn (CRD# 708274) is an Investment Advisor Representative working at The Strategic Financial Alliance in Jasper, GA and has over 35 years of experience in the finance industry.
Kelvin Lau (CRD# 2094539) is an Investment Advisor Representative working at The Strategic Financial Alliance in Larkspur, CA and has over 33 years of experience in the finance industry.
Roberta Lee-Driscoll (CRD# 1837742) is an Investment Advisor Representative working at The Strategic Financial Alliance in Honolulu, HI and has over 35 years of experience in the finance industry.
Scott Levy (CRD# 3028508) is an Investment Advisor Representative working at The Strategic Financial Alliance in Peachtree Corners, GA and has over 25 years of experience in the finance industry.