The Strategic Financial Alliance, Inc
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
Years of Experience
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The Strategic Financial Alliance, Inc Brokerage Details
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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.
The Strategic Financial Alliance
Mark Keen has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at The Strategic Financial Alliance
Peachtree Corners, GA
Myrtle Beach, SC
Peachtree Corners, 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 email@example.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.