Financial Concepts Unlimited, Inc.

Financial Concepts Unlimited, Inc. (CRD# 118641) is a financial advisory firm headquartered in , . They manage $134,827,284 in 680 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    135
    MILLION
  • Total Number of Accounts
    680
    ACCOUNTS
  • Average Account Value
    $198,275
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Financial Concepts Unlimited, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Chad C. Newcomb
CRD#: 2724593
Centreville, MD

Chad Newcomb (CRD# 2724593) is an Investment Advisor Representative working at Financial Concepts Unlimited, Inc. in Centreville, MD and has over 26 years of experience in the finance industry.

2
John R. Taylor
CRD#: 4195320
Centreville, MD

John Taylor (CRD# 4195320) is an Investment Advisor Representative working at Financial Concepts Unlimited, Inc. in Centreville, MD and has over 23 years of experience in the finance industry.

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