Best Investors Account Sign in
Claim This Profile
Employer firm

The Strategic Financial Alliance, Inc. CRD 126514

$382M regulatory AUM 30 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
The Strategic Financial Alliance, Inc.

2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-04-27
GA RA APPROVED 2005-09-27
  • TX RA
    APPROVED
    Since 2015-04-27
  • GA RA
    APPROVED
    Since 2005-09-27

Branch Locations

3930 East Jones Bridge Road 150, Peachtree Corners, GA 30092 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Strategic Financial Alliance, Inc. Atlanta GA 02/2005 Present
Other Businesses

GENX FINANCIAL INC DBA CAPITAL INSIGHT GROUP (FORMERLY DBA THE KEEN INSIGHT GROUP), NOT INVESTMENT RELATED, 3930 EAST JONES BRIDGE ROAD SUITE 150 PEACHTREE CORNERS GA 30092, CORPORATION REPRESENTATIVE USES FOR NON-SECURITIES PART OF BUSINESS/DBA FOR MARKETING FINANCIAL SERVICES AND FIXED INSURANCE, PARTNER, DBA NAME CHANGE EFFECTIVE 1/4/2016 (THE KEEN INSIGHT GROUP 11/2009), 100% OF TIME, CLIENT RETENTION/ACQUISITION/SALES/MARKETING/OPERATIONS. 2. Name: Southern Elite Officials Association Position: Independent Contractor Nature: Baseball Officials Organization Investment Related: No Hours: 16 Securities Trading Hours: 0 Start Date: 10/01/2022 Address: P.O. Box 1945, Dacula GA 30019, United States Description: Umpiring youth baseball games in Gwinnett County, GA.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-23
  • S66 Uniform Combined State Law Examination
    2005-09-23
Designations
  • Certified Financial Planner
Other Names
  • Jeff Mcclenning

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Peachtree Corners, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor