Jeffery Solinsky, financial advisor Deridder LA
93 score

Jeffery Solinsky

CRD Number: 3042906
Current Firm: Strategic Financial Concepts, LLC

Jeffery Solinsky (CRD# 3042906) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Deridder, LA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Deridder, LA Sep 2009 - Current 7
Strategic Financial Concepts, LLC San Antonio, TX Aug 2009 - Current 7
Mutual Service Corporation Deridder, LA Jan 2009 - Sep 2009 < 1
Aig Financial Advisors, Inc. Deridder, LA Oct 2008 - Jan 2009 < 1
Aig American General Life Insurance Company Deridder, LA Oct 2002 - Jan 2009 6
American General Securities Incorporated Deridder, LA Oct 2002 - Jan 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Apr 2006
Contact Info for Jeffery L. Solinsky
Phone Number: 210-737-7800
Firm Website: http://www.sfcria.com
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    117
    MILLIONS
  • Total Number of Accounts
    1,063
    ACCOUNTS
  • Average Account Value
    $110,352
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, CA, FL, LA, MT, NM, OK, TX, UT

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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