Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Charles Crone is a financial advisor with The Strategic Financial Alliance, Inc., based in Alpharetta, GA. James has been working in the financial services industry since 1995 and has held various roles at different firms throughout his career, including Financial Telesis Inc., Dempsey Financial Network, Inc., P.J. Robb Variable Corporation, AXA Distributors, LLC, McDonald Investments Inc., Key Clearing Corp., Key Investments Inc., First Union Brokerage Services, Inc., Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. James specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. He offers a variety of compensation arrangements including fixed fees, commissions, hourly charges, and percentage of assets. James holds Series 6, 26, 63, and 65 licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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GA
11/20/2014 - Present
THE Strategic Financial Alliance, Inc. (ALPHARETTA GA)
GA
01/28/2009 - 09/02/2014
FINANCIAL TELESIS INC (KENNESAW GA)
GA
08/26/2003 - 11/07/2008
DEMPSEY FINANCIAL NETWORK, INC. (ATLANTA GA)
TN
04/16/2003 - 08/19/2003
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
NC
05/23/2002 - 02/07/2003
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
OH
12/17/1999 - 12/07/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
05/14/1999 - 12/17/1999
KEY CLEARING CORP. (BROOKLYN OH)
OH
05/16/1998 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NC
07/26/1996 - 04/13/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IN
07/06/1995 - 03/15/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/06/1995 - 03/15/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
12/20/1993 - 07/13/1995
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 08/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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