Robert Denny, financial advisor Lafayette LA
93 score

Robert Denny

CRD Number: 1913833
Current Firm: Strategic Financial Concepts, LLC

Robert Denny (CRD# 1913833) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Lafayette, LA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Corporation Lafayette, LA Sep 2009 - Current 7
Strategic Financial Concepts, LLC Lafayette, LA Mar 2008 - Current 8
Mutual Service Corp. Lafayette, LA Oct 2008 - Sep 2009 < 1
American General Securities Incorporated Lafayette, LA Oct 2002 - Oct 2008 6
Aig American General Life Insurance Company Lafayette, LA Oct 2002 - Oct 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 1997
Contact Info for Robert J. Denny
Phone Number: 210-737-7800
Firm Website: http://www.sfcria.com
Registered State(s):
  • LA
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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