Strategic Financial Concepts, LLC

Strategic Financial Concepts, LLC (CRD# 141849) is a financial advisory firm headquartered in San Antonio, TX. They manage $855,056,903 in 5,029 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    855
    MILLION
  • Total Number of Accounts
    5,029
    ACCOUNTS
  • Average Account Value
    $170,025
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Other
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, CA, FL, ID, LA, MN, MT, NM, NY, OK, TX, UT, WA

Financial Advisors at Strategic Financial Concepts, LLC
Showing 1 - 10 of 37 top financial advisors.
1
Philip E. Aldridge
CRD#: 4948294
515 Houston Street, Suite 651, Fort Worth, TX 76102

Philip Aldridge (CRD# 4948294) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Fort Worth, TX and has over 16 years of experience in the finance industry.

2
Dean L. Boebinger
CRD#: 1964905
Houston, TX

Dean Boebinger (CRD# 1964905) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Houston, TX and has over 32 years of experience in the finance industry. Dean Boebinger 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.

3
Ryan J. Bubela
CRD#: 4862533
12012 Technology Blvd, Suite 101, Austin, TX 78727

Ryan Bubela (CRD# 4862533) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Austin, TX and has over 17 years of experience in the finance industry.

4
Devin A. Carroll
CRD#: 4590788
5325 Summerhill Rd, Texarkana, TX 75503

Devin Carroll (CRD# 4590788) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Texarkana, TX and has over 19 years of experience in the finance industry.

5
Edmond M. Dhemecourt Iii
CRD#: 6107141
2817 Athania Pkwy, Metairie, LA 70002

Edmond Dhemecourt Iii (CRD# 6107141) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Metairie, LA and has over 6 years of experience in the finance industry.

6
George Gomez
CRD#: 2156124
El Paso, TX

George Gomez (CRD# 2156124) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in El Paso, TX and has over 30 years of experience in the finance industry.

7
Michael R. Harvey
CRD#: 2942423
2201 Double Creek Drive, Suite 5005, Round Rock, TX 78664

Michael Harvey (CRD# 2942423) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Round Rock, TX and has over 24 years of experience in the finance industry.

8
Sandra D. Hegeman
CRD#: 6561450
Blanchard, OK

Sandra Hegeman (CRD# 6561450) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Blanchard, OK and has over 6 years of experience in the finance industry.

9
Larry G. Holder
CRD#: 248394
Boerne, TX

Larry Holder (CRD# 248394) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Boerne, TX and has over 28 years of experience in the finance industry.

10
Brian Z. Jones
CRD#: 6367352
201 South Lakeline Blvd., Suite 502, Cedar Park, TX 78613

Brian Jones (CRD# 6367352) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Cedar Park, TX and has over 7 years of experience in the finance industry.

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