SFA Partners
Julie Sullivan has extensive work experience in compliance and financial management. Julie is currently the Group Chief Compliance Officer and Senior Vice President at SFA Holdings, Inc. Prior to this, they held the position of President at Strategic Blueprint, LLC and Senior Vice President at The Strategic Financial Alliance. Julie has also served as the Chief Compliance Officer at Advisory Services Network, LLC and Fisco Investment Management. Julie has held various other compliance roles at companies such as Mainstay Capital Markets Consulting, Inc., Old Mutual Financial Network, OMFN Securities, World Group Securities, and IFG. Their career spans over three decades, during which they have made significant contributions in compliance and supervision.
Julie Sullivan attended Transylvania University from 1972 to 1975, where they pursued a Bachelor of Arts degree in Psychology.
SFA Partners
SFA Partners provides shared services to a family of companies – The Strategic Financial Alliance (SFA), Strategic Blueprint and SFA Insurance Services – with a shared passion for helping independent advisors succeed. We are a full-service partner, regardless of your business model or affiliation preferences. And we’re here to empower independent financial advisors with the supportive environment, tools and expertise they need, with no cookie-cutter solutions. And, as a member of our SFA Partners advisor community, you’ll never feel alone. Strategic Blueprint, our corporate RIA, serves the independent financial advisor who wants to run a primarily fee- and planning-based business on their terms, but who also wants a frictionless, turnkey service experience. Strategic Blueprint advisors retain their brand, their data and their equity. And for those who want to maintain registration with a broker-dealer for commission-based services, there is an opportunity to affiliate with sister-firm, SFA. Both leverage SFA Partners’ due diligence expertise resulting in a varied and deep platform of investment solutions, including a wide array of alternative investments to help advisors creatively guide their clients in achieving their financial objectives. For more information on Strategic Blueprint, please visit our website https://www.strategicblueprint.net/ or contact us at info@strategicblueprint.net or (678) 954-4000. And for more information The Strategic Financial Alliance (SFA) or SFA Insurance Services, please visit our website https://www.thesfa.net/ or contact us at joinus@thesfa.net or (678) 954-4000.