Financial Concepts

Financial Concepts (CRD# 157616) is a financial advisory firm headquartered in Columbus, MS. They manage $188,725,997 in 934 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    189
    MILLION
  • Total Number of Accounts
    934
    ACCOUNTS
  • Average Account Value
    $202,062
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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.

AL, AR, FL, GA, LA, MS, NC, NE, NH, TN, TX

Financial Advisors at Financial Concepts
No Advisor Found.
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