Financial Concepts
Financial Concepts (CRD# 157616) is a financial advisory firm headquartered in Columbus, MS. They manage $760,025,133 in 4,829 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management760MILLION
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Total Number of Accounts4,829ACCOUNTS
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Average Account Value$157,388
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AR, CA, FL, GA, LA, MO, MS, NC, NE, NH, PA, SC, TN, TX, VA
Rhonda Ferguson (CRD# 1285029) is an Investment Advisor Representative working at Financial Concepts in Columbus, MS and has over 39 years of experience in the finance industry.
Scott Ferguson (CRD# 5128168) is an Investment Advisor Representative working at Financial Concepts in Columbus, MS and has over 15 years of experience in the finance industry.
Sawyer Brown (CRD# 7786131) is an Investment Advisor Representative working at Financial Concepts in Columbus, MS and has 1 year of experience in the finance industry.
Felice Olmos (CRD# 7754264) is an Investment Advisor Representative working at Financial Concepts in Columbus, MS and has 1 year of experience in the finance industry.