Andrea Lynn Albu

The Strategic Financial Alliance

29 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementHigh Net WorthRetirement Planning

The Strategic Financial Alliance

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

117 advisors

Number of Clients

1,394 clients

Average Client Portfolio

$338K average

Assets Under Management

$470.9M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

2200 Century Parkway, Suite 500, Atlanta, GA, 30345

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History

Regulatory History (1)

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Employment Separation After Allegations

September 2011

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Employment History

Current Registrations

The Strategic Financial Alliance

April 2012 - Present · 13 yrs 10 mos

The Strategic Financial Alliance, INC.Broker

March 2012 - Present · 13 yrs 11 mos

Previous Registrations

Suntrust Investment Services, INC.

July 2009 - October 2011 · 2 yrs 3 mos

Suntrust Investment Services, INC.Broker

February 2009 - October 2011 · 2 yrs 8 mos

Fsc Securities CorporationBroker

February 2008 - December 2008 · 10 mos

World Group Securities, INC.Broker

September 2007 - October 2007 · 1 mo

Key Investment Services LLCBroker

January 2006 - March 2006 · 2 mos

Mcdonald Investments INC.Broker

July 2000 - January 2006 · 5 yrs 6 mos

Mcdonald Investments INC.Broker

May 1999 - July 1999 · 2 mos

Key Investments INC.Broker

April 1997 - May 1999 · 2 yrs 1 mo

Key Clearing CORP.Broker

January 1996 - April 1997 · 1 yr 3 mos

Fn Investment CenterBroker

May 1992 - June 1995 · 3 yrs 1 mo

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.