Roberta
Lee-Driscoll
The Strategic Financial Alliance, Inc
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About this Advisor
Roberta Lee-Driscoll is a financial advisor operating in Honolulu, Hawaii with 14 years of industry experience. Lee-Driscoll is currently employed by The Strategic Financial Alliance, Inc. The advisor has gained experience at Roberta Lee-Driscoll and The Strategic Financial Alliance, Inc. Lee-Driscoll has a Series 63 license, qualifying them as a securities agent, and can work in Hawaii. The Strategic Financial Alliance, Inc is a business headquartered in Atlanta, GA. The investment advisory business has offices in 38 locations and a total of 72 people on staff. It has $384 million in assets under management among its 2,163 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm serves one charities and foundations. Of its 2,163 client accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets. The company provides 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 are based on which services the firm provides the client. However, fees charged by The Strategic Financial Alliance, Inc likely are comprised of any 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
Roberta Lee-Driscoll Work History
Roberta has been registered as a financial advisor for 14 years.*
The Strategic Financial Alliance, Inc
Roberta Lee-Driscoll
*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 Roberta Lee-Driscoll to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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