Financial Concepts Unlimited, Inc.

Financial Concepts Unlimited, Inc. (CRD# 118641) is a financial advisory firm headquartered in Annapolis, MD. They manage $92,426,921 in 821 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    821
    ACCOUNTS
  • Average Account Value
    $112,578
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.

CT, DC, FL, GA, IL, MA, MD, MI, MN, NC, NH, NJ, NY, PA, TX, VA, WV

Financial Advisors at Financial Concepts Unlimited, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
John R. Taylor
CRD#: 4195320
30b West Street, Annapolis, MD 21401
93
Wealthminder
score

John Taylor (CRD# 4195320) is an Investment Advisor Representative working at Financial Concepts Unlimited, Inc. in Annapolis, MD and has over 17 years of experience in the finance industry.

2
Chad C. Newcomb
CRD#: 2724593
30b West Street, Annapolis, MD 21401
83
Wealthminder
score

Chad Newcomb (CRD# 2724593) is an Investment Advisor Representative working at Financial Concepts Unlimited, Inc. in Annapolis, MD and has over 20 years of experience in the finance industry.

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