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Lori Pocock Allison

THE Strategic Financial Alliance, Inc.

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About Lori Pocock Allison

Lori Allison is a financial advisor with The Strategic Financial Alliance, Inc. and Strategic Blueprint, LLC. Lori has been a financial advisor since 1999 and is registered to provide investment advice in 11 states. Lori is a Certified Financial Planner and holds Series 63, 66, and 7 licenses.

Firm Information

Lori Allison 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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Lori Allison’s Registration & Firm History

VA

04/20/2012 - Present

THE Strategic Financial Alliance, Inc. (FAIRFAX VA)

VA

10/01/1999 - 04/20/2012

GLOBAL BROKERAGE SERVICES, INC. (FAIRFAX VA)

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Licenses & Designations

BOTH

Issued 03/13/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/12/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lori Pocock Allison.
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