Keri
Alcos
Strategic Income Group LLC
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About this Advisor
Keri Alcos is a financial advisor who works in Chandler, Arizona with 1 year of relevant experience. Alcos is an advisor for Strategic Income Group LLC. During their career, the advisor has held roles at Usaa Financial Advisors Inc, Usaa Financial Planning Services, Xyngular, Lia Sophia, Oneamerica Securities, Charles Schwab & Co., Inc, Beachbody, LLC, Schwab Private Client Investment Advisory Inc, Mary Kay Inc, Beachbody LLC, Kingdom Financial Group LLC, Fullerton Financial Planning, The Money Md, Red Pill Medical, Inc, Dynamoser, LLC and Strategic Income Group, LLC. Alcos holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona. Strategic Income Group LLC is a registered investment business that has its headquarters in Chandler, AZ. The firm has a total of six financial advisors. It controls $281 million in assets between its 988 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 988 customer accounts, just 8% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management typically are based on the financial services. Fee types charged by Strategic Income Group LLC likely consist of some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategic Income Group LLC Brokerage Details
$280,865,607
6
988
$284,277
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Keri Alcos Work History
Keri has been registered as a financial advisor for 1 years.*
Strategic Income Group, LLC
Dynamoser, LLC
The Money Md
Red Pill Medical, Inc
Kingdom Financial Group LLC
Fullerton Financial Planning
Charles Schwab & Co., Inc
Schwab Private Client Investment Advisory Inc
Mary Kay Inc
Oneamerica Securities
Beachbody, LLC
Beachbody LLC
Lia Sophia
Xyngular
Usaa Financial Advisors Inc
Usaa Financial Planning Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Keri Alcos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Income Group LLC
Chandler, AZ
Chandler, AZ
Chandler, AZ
Chandler, AZ
Chandler, AZ
Chandler, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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