Quality Financial Concepts

Quality Financial Concepts (CRD# 118886) is a financial advisory firm headquartered in Maryville, TN. They manage $74,403,187 in 519 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    519
    ACCOUNTS
  • Average Account Value
    $143,359
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, TN, TX, VA

Financial Advisors at Quality Financial Concepts
Showing 1 - 3 of 3 top financial advisors.
1
James D. Horn
CRD#: 1721412
115 West Broadway Avenue, Maryville, TN 37801

James Horn (CRD# 1721412) is an Investment Advisor Representative working at Quality Financial Concepts in Maryville, TN and has over 36 years of experience in the finance industry.

2
Teresa A. Horn
CRD#: 4036069
115 West Broadway Avenue, Maryville, TN 37801

Teresa Horn (CRD# 4036069) is an Investment Advisor Representative working at Quality Financial Concepts in Maryville, TN and has over 24 years of experience in the finance industry.

3
Michael S. Smith
CRD#: 5980903
115 West Broadway Avenue, Maryville, TN 37801

Michael Smith (CRD# 5980903) is an Investment Advisor Representative working at Quality Financial Concepts in Maryville, TN and has over 12 years of experience in the finance industry.

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