Cheryl
Knight
The Strategic Financial Alliance, Inc
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About this Advisor
Cheryl Knight is a financial advisor working in Foothill Ranch, California with a total of 20 years of relevant experience. Knight is an employee of The Strategic Financial Alliance, Inc. They have spent their entire career at The Strategic Financial Alliance, Inc. Knight maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Texas. The Strategic Financial Alliance, Inc is an advisory firm that has its headquarters in Atlanta, GA. The investment advisory business has offices in 38 locations and a total of 72 employees. It has $384 million in total assets across its 2,163 accounts, making it one of the larger firms in the country by assets under management. The firm provides services to one charitable organizations. Of its 2,163 accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees typically depend on which service is provided. Fee types charged by The Strategic Financial Alliance, Inc likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Strategic Financial Alliance, Inc Brokerage Details
$384,370,810
72
2,163
$177,703
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Cheryl Knight Work History
Cheryl has been registered as a financial advisor for 20 years.*
The Strategic Financial Alliance, Inc
*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 Cheryl Knight 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 The Strategic Financial Alliance
Pittsburgh, PA
Myrtle Beach, SC
Larkspur, CA
Larkspur, CA
Peachtree Corners, GA
Atlanta, GA
Fairfax, VA
Fairfax, VA
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