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The Strategic Financial Alliance, Inc. CRD 126514
$382M regulatory AUM 30 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-04-28 |
| GA | RA | APPROVED | 2003-11-03 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 10/2003 | Present |
1. NORTH GEORGIA WEALTH ADVISORS - NOT INVESTMENT RELATED - 202 ABBEY COURT, ALPHARETTA, GA 30004 - DBA FOR MARETING FINANCIAL SERVICES BUSINESS, LIFE INSURANCE SALES THROUGH VARIOUS PRODUCT PROVIDERS - ASSOCIATE - 06/2017 - 240 HOURS/MONTH, 130 HOURS DURING TRADING - HELPING CLIENTS FIND SOLUTIONS FOR THEIR FINANCIAL NEEDS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-01-14 |
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