Financial Concepts Unlimited, Inc.

Financial Concepts Unlimited, Inc. (CRD# 118641) is a financial advisory firm headquartered in Annapolis, MD. They manage $153,179,436 in 670 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    153
    MILLION
  • Total Number of Accounts
    670
    ACCOUNTS
  • Average Account Value
    $228,626
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, MD, NC, NH, TN, TX, VA

Financial Advisors at Financial Concepts Unlimited, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Chad C. Newcomb
CRD#: 2724593
30b West Street, Annapolis, MD 21401

Chad Newcomb (CRD# 2724593) is an Investment Advisor Representative working at Financial Concepts Unlimited, Inc. in Annapolis, MD and has over 24 years of experience in the finance industry.

2
John R. Taylor
CRD#: 4195320
30b West Street, Annapolis, MD 21401

John Taylor (CRD# 4195320) is an Investment Advisor Representative working at Financial Concepts Unlimited, Inc. in Annapolis, MD and has over 22 years of experience in the finance industry.

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