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Lisa Rene Hart

THE Strategic Financial Alliance, Inc.

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About Lisa Rene Hart

Lisa Rene Hart is a registered representative with The Strategic Financial Alliance, Inc. Lisa has been in the industry since October 1995 and is registered with the state of New York. Lisa Rene Hart is located at 15 FIRST AVENUE, GLOVERSVILLE, NY 12078. Lisa previously worked with LINCOLN INVESTMENT PLANNING, INC. from 1995 to 2004.

Firm Information

Lisa Hart 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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Lisa Hart’s Registration & Firm History

NY

01/03/2005 - Present

THE Strategic Financial Alliance, Inc. (GLOVERSVILLE NY)

PA

10/18/1995 - 12/31/2004

LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)

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Licenses & Designations

BC

Issued 12/02/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Rene Hart.
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