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Veronica Ray Harrell

Investment adviser representative at The Strategic Financial Alliance
15 yearsExperience
1 stateRegistered in
$382MFirm assets
23 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

15 years in the industry.

  1. The Strategic Financial Alliance, Inc.Feb 2011 to now

Exams passed

  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 1 state (GA).

The Strategic Financial Alliance

Legal name: The Strategic Financial Alliance, Inc.

$382MAssets managed
1,463Clients
41Advisers
23 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5898449
Firm CRD
126514
Advisor's SEC record (opens in a new tab)
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