Travis
Nakamura
The Strategic Financial Alliance, Inc
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About this Advisor
Travis Nakamura is a financial advisor who works out of Larkspur, California with a total of 14 years of relevant experience. Nakamura is an employee of The Strategic Financial Alliance, Inc. They have worked at The Strategic Financial Alliance, Inc for the entirety of their career. Nakamura has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Hawaii. The Strategic Financial Alliance, Inc is a registered investment business headquartered in Atlanta, GA. The company has offices in 38 locations and a total of 72 people on staff. It has $384 million in total assets between its 2,163 accounts, placing it among the larger firms in the country by assets under management. The firm advises one charitable organizations. Of its 2,163 accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The Strategic Financial Alliance, Inc provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules usually depend on which services the firm provides the client. However, fees charged by The Strategic Financial Alliance, Inc can consist of some blend 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
Travis Nakamura Work History
Travis has been registered as a financial advisor for 14 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 Travis Nakamura 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
Fairfax, VA
Peachtree Corners, GA
Atlanta, GA
Atlanta, GA
Fairfax, VA
Atlanta, GA
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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