Financial Management Concepts
Financial Management Concepts (CRD# 118793) is a financial advisory firm headquartered in Winter Springs, FL. They manage $121,454,586 in 605 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management121MILLION
Total Number of Accounts605ACCOUNTS
Average Account Value$200,751
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Anthony Van Ore (CRD# 3028693) is an Investment Advisor Representative working at Financial Management Concepts in Winter Springs, FL and has over 18 years of experience in the finance industry. Anthony Van Ore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brian Fricke (CRD# 1587768) is an Investment Advisor Representative working at Financial Management Concepts in Maitland, FL and has over 24 years of experience in the finance industry.