Sherry
Campbell

The Strategic Financial Alliance, Inc

CRD#2407196
Investment Advisor
in Raleigh, NC
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About this Advisor

Sherry Campbell is a certified financial planner based in Raleigh, North Carolina. Currently a registered financial advisor with The Strategic Financial Alliance, Inc, they have accrued 20 years of experience in the financial advisory industry. Campbell maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Campbell can serve clients based out of Florida and North Carolina. During their career, the advisor has held roles at Scott Financial Management, Multi-Financial Securities Corporation, Cetera Advisors LLC, Strategic Blueprint, LLC and The Strategic Financial Alliance. The Strategic Financial Alliance, Inc is based out of Raleigh, North Carolina, and operates out of 52 locations throughout the country. In aggregate, The Strategic Financial Alliance, Inc manages $854 million in assets across 4,791 accounts and retains more than 121 people. The amount of assets the firm manages makes it one of the larger firms in the United States. The firm manages 550 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 14% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. The Strategic Financial Alliance, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

20 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

4208 Six Forks Road Suite 1000
Raleigh, NC 27609

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The Strategic Financial Alliance, Inc Brokerage Details

Total Assets Under Management

$501,482,050

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

114

NC Average: 58
Total Number of Accounts

2,548

NC Average: 1,608
Average Account Size

$196,814

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

Sherry Campbell Work History

Sherry has 20 years of experience.

2017 - Present (2 years)

Strategic Blueprint, LLC

2016 - Present (3 years)

The Strategic Financial Alliance

2013 - 2016 (3 years)

Cetera Advisors LLC

2004 - 2012 (8 years)

Multi-Financial Securities Corporation

1998 - 2016 (18 years)

Scott Financial Management

Disclosures

Sherry Campbell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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