D
Blankenship

The Strategic Financial Alliance, Inc

CRD#2842335
Investment Advisor
in Atlanta, GA

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About this Advisor

D Blankenship is a financial advisor operating out of Atlanta, Georgia who has 3 years of relevant experience. Blankenship currently works for The Strategic Financial Alliance, Inc. The advisor has gained experience at Summit Brokerage Services Inc, Summit Financial Group, Independent Financial Group and The Strategic Financial Alliance, Inc. Blankenship maintains Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. The Strategic Financial Alliance, Inc is an advisory firm that has its headquarters in Atlanta, GA. It has offices in 38 locations and a total of 72 advisors. It manages $384 million in assets under management between its 2,163 customer accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm serves one charitable organizations. Of its 2,163 client accounts, just 3% are held by high-net-worth clients who have more than $1 million in assets. The business has a number 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. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types billed by The Strategic Financial Alliance, Inc can consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2200 Century Parkway Suite 500
Atlanta, GA 30345

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The Strategic Financial Alliance, Inc Brokerage Details

Total Assets Under Management

$384,370,810

GA Average: $3,570,121,308
Total Number of Employees

72

GA Average: 58
Total Number of Accounts

2,163

GA Average: 1,608
Average Account Size

$177,703

GA Average: $2,220,225

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

D Blankenship Work History

D has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

The Strategic Financial Alliance, Inc

2016 - 2019 (3 years)

Independent Financial Group

2014 - 2016 (2 years)

Summit Financial Group

2010 - 2016 (6 years)

Summit Brokerage Services 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 D Blankenship 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

Christy Horlacher
Myrtle Beach, SC
Darla Main
Pittsburgh, PA
Kathryn Gustafson
Fairfax, VA
Andrew Prehmus
Peachtree Corners, GA
Kevin Bartel
Larkspur, CA
Michael Stevens
Fairfax, VA
Lori Allison
Fairfax, VA
Melissa Bunson
Peachtree Corners, 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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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.

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