Derek Moffatt, financial advisor Fort Worth TX

Derek Moffatt

CRD Number: 4911240
Current Firm: Strategic Financial Concepts, LLC

Derek Moffatt (CRD# 4911240) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Fort Worth, TX and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Strategic Financial Concepts, LLC Fort Worth, TX Jan 2019 - Current 5
Lpl Financial LLC Ft. Worth, TX Apr 2009 - May 2020 11
Fwpam, Inc. Ft. Worth, TX Jun 2013 - Jan 2019 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2005
S66 NASAA Uniform Combined State Law Examination Jan 2007
Contact Info for Derek J. Moffatt
Phone Number: 210-737-7800
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    988
    MILLIONS
  • Total Number of Accounts
    4,631
    ACCOUNTS
  • Average Account Value
    $213,249
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, AR, CA, CO, FL, ID, LA, MN, MT, NM, NY, OK, TN, TX, UT, VA, WA, WI

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