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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
40

Minus sign iconPlus sign icon
  • United States Of America
    40

National Financial Alliance's Leadership

  • Stylized image of a person
    L. W.
    Director Of Administrative Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. B.
    Business Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Executive Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. W.
    Managing Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. M.
    Registered Representative
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. M.
    Administrative Intern
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. T.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. R.
    Strategic Consultant, Cep®, Aif®
    Phone icon
    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 Info
Location
Last Update
  • Stylized image of a person
    L. W.
    Director Of Administrative Services
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 02, 2026
  • Stylized image of a person
    B. B.
    Business Relationship Manager
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    J. B.
    Executive Relationship Manager
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    R. W.
    Managing Principal
    Phone icon
    Mobile Phone
    Apr 16, 2024
  • Stylized image of a person
    T. M.
    Registered Representative
    Phone icon
    Mobile Phone
    United StatesArkansas
    Jul 01, 2026
  • Stylized image of a person
    M. M.
    Administrative Intern
    Phone icon
    Mobile Phone
    United States
    Jun 01, 2026
  • Stylized image of a person
    R. T.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesFlorida
    May 29, 2026
  • Stylized image of a person
    S. R.
    Strategic Consultant, Cep®, Aif®
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Jun 27, 2026
  • Stylized image of a person
    K. B.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 08, 2026
  • Stylized image of a person
    M. V.
    Marketing & Insurance Specialist
    Phone icon
    Mobile Phone
    United StatesFlorida
    May 29, 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. The company's main headquarters is located in 901 Northeast Loop 410 Suite 100 San Antonio, Texas United States; 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 35 employees as of June 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 June 2026, National Financial Alliance's key employees include:

  • Director Of Administrative Services: L. W.
  • Business Relationship Manager: B. B.
  • Executive Relationship Manager: J. B.
  • Managing Principal: R. W.
  • Registered Representative: T. M.

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