Concepts Financial Services, LLC

Concepts Financial Services, LLC (CRD# 305925) is a financial advisory firm headquartered in Kirkland, WA. They manage $17,618,185 in 88 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10518 Ne 68th St, Bldg B, Suite 201, Kirkland, WA 98033
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $200,207
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Concepts Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Janice Brady, financial advisor Kirkland WA
Janice L. Brady
CRD#: 4709621
10518 Ne 68th St, Bldg B, Suite 201, Kirkland, WA 98033

Janice Brady (CRD# 4709621) is an Investment Advisor Representative working at Concepts Financial Services, LLC in Kirkland, WA and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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