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National Financial Alliance Employee Directory

Financial ServicesTexas, United States11-50 Employees

National Financial Alliance is a Texas-based financial services firm that provides retirement planning, insurance solutions, and comprehensive financial planning, including programs designed for high-net-worth individuals. Founded in 2007 and based in San Antonio, it serves clients across more than 40 states and territories and operates through four divisions. These divisions are Strategic Financial Concepts, NFA Insurance, NFA Institutional Services, and NFA Wealth Management, all aimed at helping clients achieve their financial goals.

Securities are offered through LPL Financial, while investment advice is provided by Strategic Financial Concepts, LLC, an independent registered investment adviser; the entities operate separately from LPL. The firm serves a broad client base that includes families and corporations, addressing both personal financial planning and institutional needs. In 2018, AdvisoryHQ recognized Strategic Financial Concepts as one of the top financial advisors in the San Antonio and New Braunfels area.

Find National Financial Alliance employees' phone numbers or email addresses

National Financial Alliance Global Highlights

Location
Employees

North America
41

Minus sign iconPlus sign icon
  • United States Of America
    41

National Financial Alliance's Leadership

  • Stylized image of a person
    B. B.
    Business Relationship Manager
    Mobile Phone
  • Stylized image of a person
    J. B.
    Executive Relationship Manager
    Mobile Phone
  • Stylized image of a person
    R. W.
    Managing Principal
    Mobile Phone
  • Stylized image of a person
    H. M.
    Financial Advisor
    Mobile Phone

National Financial Alliance Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Engineering
  • Finance
  • Other
  • Accounting
  • Consultant

Contact profiles from National Financial Alliance

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. B.
    Business Relationship Manager
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    J. B.
    Executive Relationship Manager
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    R. W.
    Managing Principal
    Mobile Phone
    Apr 16, 2024
  • Stylized image of a person
    H. M.
    Financial Advisor
    Mobile Phone
    Jun 03, 2026

Frequently Asked Questions

What is National Financial Alliance known for?

Minus sign iconPlus sign iconNational Financial Alliance was founded in 2007 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-361-293-****
. Explore National Financial Alliance's company overview page for more information.

What is National Financial Alliance's most common email format?

Minus sign iconPlus sign iconNational Financial Alliance employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more National Financial Alliance email formats with LeadIQ.

How many employees does National Financial Alliance have currently?

Minus sign iconPlus sign iconNational Financial Alliance has approximately 36 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are National Financial Alliance's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, National Financial Alliance's key employees include:

  • Business Relationship Manager: B. B.
  • Executive Relationship Manager: J. B.
  • Managing Principal: R. W.
  • Financial Advisor: H. M.

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