Clive Slovin

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2003 → Present
  The Strategic Financial Alliance, Inc.
  Atlanta, GA

Other Businesses

-1- SFA HOLDINGS AND SUBSIDARIES - INVESTMENT RELATED; 2200 CENTURY PARKWAY, SUITE 500, ATLANTA, GEORGIA 30345; PARENT COMPANY OF THE STRATEGIC FINANCIAL ALLIANCE, INC.; OFFICER/PRESIDENT; 2003; INCLUDING WORK FOR THE STRATEGIC FINANCIAL ALLIANCE 100% OF TIME (APPROXIMATELY 160 HOURS), DURING TRADING HOURS; GENERAL MANAGEMENT OF COMPANY. SUBSIDARIES INCLUDED - SFA INSURANCE SERVICES, INC: PRESIDENT AND ONLY BOARD MEMBER; SFA PARTNERS, INC. (FORMERLY ADVISOR RESOURCE ALLIANCE, INC): PRESIDENT AND ONLY BOARD MEMBER; TIMBREL HOLDINGS, INC: PRESIDENT AND BOARD MEMBER.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-06-15

Other Names

• Clive Slovin
• Clive No Middle Name Slovin