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Glenn Norman Keen

THE Strategic Financial Alliance, Inc.

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About Glenn Norman Keen

Glenn Norman Keen is a financial advisor with The Strategic Financial Alliance, Inc. based in Alpharetta, GA. Glenn has been in the financial industry since March 1985. Glenn is a Certified Financial Planner™ professional and provides financial planning, portfolio management and educational seminars. Prior to joining The Strategic Financial Alliance, Inc., Glenn worked at IFG Network Securities, Inc. in Atlanta, GA. Glenn is registered with FINRA as well as the state of Georgia.

Firm Information

Glenn Keen is currently registered with THE Strategic Financial Alliance, Inc.. THE Strategic Financial Alliance, Inc. is a registered investment advisor headquartered in Atlanta, GA, offering a range of services including financial planning, portfolio management for individuals and businesses, and educational seminars. Established in 2003, the firm manages approximately $334 million in assets for over 1,300 clients, including high-net-worth individuals and corporations. The firm has a team of over 100 licensed agents and representatives, and is registered with the Securities and Exchange Commission (SEC) and in all 50 states.
THE Strategic Financial Alliance, Inc.

2200 CENTURY PARKWAY

ATLANTA, GA 30345

$334.01M

Assets Under Management

40

Total Clients

85

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Glenn Keen’s Registration & Firm History

GA

05/24/2011 - Present

THE Strategic Financial Alliance, Inc. (ALPHARETTA GA)

GA

12/05/1991 - 11/21/2003

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

CA

01/04/1989 - 11/14/1991

VANGUARD CAPITAL (DEL MAR CA)

NA

04/10/1986 - 04/04/1989

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

NA

03/07/1985 - 04/04/1989

LINCOLN FINANCIAL ADVISORS CORPORATION

NA

03/07/1985 - 01/03/1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

NA

06/16/1986 - 01/01/1989

FIRST AFFILIATED SECURITIES, INC.

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Licenses & Designations

BC

Issued 05/06/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/1986

Series 7 - General Securities Representative Examination

BC

Issued 03/06/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Glenn Norman Keen.
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