Raymond
Green

The Strategic Financial Alliance, Inc

CRD#1236809
Investment Advisor
in Raleigh, NC
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About this Advisor

Raymond Green is a certified financial planner located in Raleigh, North Carolina. Currently a registered advisor with The Strategic Financial Alliance, Inc, they have accumulated 17 years of professional experience in the financial advisory industry. Green has a Series 63 license, designating the advisor as a securities agent. Green can act as a financial advisor in North Carolina and Texas. Their career trajectory has included roles at The Strategic Financial Alliance, Inc and Cornerstone Wealth Mgmt. The Strategic Financial Alliance, Inc is headquartered in Raleigh, North Carolina, and has 52 other brick-and-mortar locations in the United States. Overall, The Strategic Financial Alliance, Inc manages $854 million in assets across 4,791 client accounts and retains more than 121 people. The amount of assets the firm manages makes it one of the bigger investment advisory firms in the nation. The firm manages 550 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 14% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. The Strategic Financial Alliance, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

17 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

2301 Stonehenge Drive 210
Raleigh, NC 27615

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The Strategic Financial Alliance, Inc Brokerage Details

Total Assets Under Management

$854,330,582

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

121

NC Average: 58
Total Number of Accounts

4,791

NC Average: 1,608
Average Account Size

$178,320

NC 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

Raymond Green Work History

Raymond has 17 years of experience.

2003 - Present (16 years)

The Strategic Financial Alliance, Inc

2001 - Present (18 years)

Cornerstone Wealth Mgmt

Disclosures

Raymond Green has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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