Keri
Alcos
Strategic Income Group LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Keri Alcos is a financial advisor based in Chandler, Arizona, working with Strategic Income Group LLC. Keri has previously held positions at 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, Strategic Income Group, LLC, and Lawson Insurance Group. Keri has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Keri is part of Strategic Income Group LLC, which operates out of Chandler, Arizona. The firm has 1 office and 6 employees. The firm manages assets totaling $316.2 million and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include 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. The fee structure at Strategic Income Group LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Find an advisor who will work directly with you
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.
Strategic Income Group LLC Brokerage Details
$316,200,677
6
1,068
$296,068
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
Lawson Insurance Group
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
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 6/19/2024. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
