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
John Pence (CRD# 2350924) is an Investment Advisor Representative working at The Strategic Financial Alliance in Woodstock, GA and has over 30 years of experience in the finance industry.
Paul Pollatz (CRD# 4660599) is an Investment Advisor Representative working at The Strategic Financial Alliance in Mount Pleasant, MI and has over 20 years of experience in the finance industry.
Andrew Prehmus (CRD# 5637824) is an Investment Advisor Representative working at The Strategic Financial Alliance in Peachtree Corners, GA and has over 8 years of experience in the finance industry.
Warren Prehmus (CRD# 1875927) is an Investment Advisor Representative working at The Strategic Financial Alliance in Peachtree Corners, GA and has over 35 years of experience in the finance industry.
Franklin Reynolds (CRD# 1366983) is an Investment Advisor Representative working at The Strategic Financial Alliance in Daytona Beach, FL and has over 38 years of experience in the finance industry.
Michael Roberts (CRD# 4700058) is an Investment Advisor Representative working at The Strategic Financial Alliance in Eugene, OR and has over 20 years of experience in the finance industry.
Amy Rubin (CRD# 1615570) is an Investment Advisor Representative working at The Strategic Financial Alliance in Atlanta, GA and has over 37 years of experience in the finance industry.
Clive Slovin (CRD# 1101301) is an Investment Advisor Representative working at The Strategic Financial Alliance in Atlanta, GA and has over 40 years of experience in the finance industry.
Josette Smith (CRD# 4403152) is an Investment Advisor Representative working at The Strategic Financial Alliance in Fredericksburg, VA and has over 20 years of experience in the finance industry.
Michael Spieler (CRD# 5246976) is an Investment Advisor Representative working at The Strategic Financial Alliance in Irvine, CA and has over 17 years of experience in the finance industry.