Mark
Keen

The Strategic Financial Alliance, Inc

CRD#3178657
Investment Advisor
in Atlanta, GA

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About this Advisor

Mark Keen is a certified financial planner who works out of Atlanta, Georgia, with 15 years in the industry. Keen currently works for The Strategic Financial Alliance, Inc. They have spent all of their career at The Strategic Financial Alliance, Inc. Keen holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Virginia. The Strategic Financial Alliance, Inc is a business that has its headquarters in Atlanta, Georgia. The investment advisory business has offices in 36 locations and a total of 75 people on staff. It manages $526 million in assets between its 2,557 client accounts, placing it among the bigger firms in the country by assets under management. The firm advises one charitable organizations. Of its 2,557 customer accounts, just 5% belong to high-net-worth clients who have greater than $1 million in investable assets. The Strategic Financial Alliance, Inc performs a number 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. Fees for financial management usually depend on the services provided. Fees billed by The Strategic Financial Alliance, Inc most likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years of Experience

15 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

Disclosures

No

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

$525,453,555

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

75

GA Average: 58
Total Number of Accounts

2,557

GA Average: 1,608
Average Account Size

$205,496

GA Average: $2,220,225

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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

Mark Keen Work History

Mark has 15 years of experience.

2007 - Present (16 years)

The Strategic Financial Alliance

Disclosures

Mark Keen has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at The Strategic Financial Alliance

Melissa Bunson
Peachtree Corners, GA
Thomas Beck
Larkspur, CA
Amy Rubin
Atlanta, GA
Christy Horlacher
Myrtle Beach, SC
Edward Woll
Atlanta, GA
Moiz Husain
Atlanta, GA
Judah Margulies
Peachtree Corners, GA
Andrea Albu
Atlanta, GA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and 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.

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