Alec Capel (CRD# 7544321) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Texarkana, TX and has over 2 years of experience in the finance industry.
CRD# 4785997
Raymond James Financial Services Advisors, Inc.
CRD# 6677485
Edward Jones
CRD# 5225616
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carroll Advisory Group | Texarkana, TX | Mar 2020 - Current | 4 |
| Guaranty Bank & Trust | Mount Pleasant, TX | Aug 2015 - Feb 2020 | 4 |
| H&r Distributors | Mount Pleasant, TX | Feb 2012 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- TX
-
Total Assets Under Management988MILLIONS
-
Total Number of Accounts4,631ACCOUNTS
-
Average Account Value$213,249
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
AL, AR, CA, CO, FL, ID, LA, MN, MT, NM, NY, OK, TN, TX, UT, VA, WA, WI
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