Sandra Morkovsky, financial advisor Yoakum TX
93 score

Sandra Morkovsky

CRD Number: 4628513
Current Firm: Strategic Financial Concepts, LLC

Sandra Morkovsky (CRD# 4628513) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Yoakum, TX and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Strategic Financial Concepts, LLC Yoakum, TX Aug 2014 - Current 3
Lpl Financial, LLC Yoakum, TX Aug 2013 - Current 4
Yoakum National Bank Yoakum, TX Jan 1998 - Current 20
Cetera Investment Services St Cloud, MN Jan 2003 - Aug 2013 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
S63 Uniform Securities State Law Examination Mar 2003
Contact Info for Sandra K. Morkovsky
Phone Number: 210-737-7800
Firm Website:
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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

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