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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Timbrel Capital, LLC 1 year, 3 months Jul 2018 - Present
The Strategic Financial Alliance, Inc. 2 years, 3 months Jul 2017 - Present
Gateway to Dreams 2 months Apr 2017 - Jun 2017
BCD Meeting & Events 5 months Feb 2017 - Jul 2017
Homemaker 5 months Nov 2016 - Apr 2017
Stifel Nicolaus & Co Inc 2 months Aug 2016 - Oct 2016
Bcd Travel 4 months Apr 2016 - Aug 2016
Homemaker 7 months Sep 2015 - Apr 2016
First Allied Advisory Services, Inc. 7 years, 3 months May 2008 - Aug 2015
First Allied Securities, Inc. 7 years, 3 months May 2008 - Aug 2015
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Jean M Merriman?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Mar 14, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    Mar 14, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

The Strategic Financial Alliance

Last updated on March 29, 2019
    • $501.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $196.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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