Strategic Financial Concepts, LLC
Strategic Financial Concepts, LLC (CRD# 141849) is a financial advisory firm headquartered in San Antonio, TX. They manage $987,555,105 in 4,631 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management988MILLION
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Total Number of Accounts4,631ACCOUNTS
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Average Account Value$213,249
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
AL, AR, CA, CO, FL, ID, LA, MN, MT, NM, NY, OK, TN, TX, UT, VA, WA, WI
Philip Aldridge (CRD# 4948294) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Fort Worth, TX and has over 18 years of experience in the finance industry.
Dean Boebinger (CRD# 1964905) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Houston, TX and has over 34 years of experience in the finance industry.
Robert Bruns (CRD# 3068456) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Houston, TX and has over 25 years of experience in the finance industry.
Ryan Bubela (CRD# 4862533) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Austin, TX and has over 19 years of experience in the finance industry.
Devin Carroll (CRD# 4590788) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Texarkana, TX and has over 21 years of experience in the finance industry.
Edmond Dhemecourt Iii (CRD# 6107141) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Metairie, LA and has over 8 years of experience in the finance industry.
George Gomez (CRD# 2156124) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in El Paso, TX and has over 32 years of experience in the finance industry.
Michael Harvey (CRD# 2942423) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Round Rock, TX and has over 26 years of experience in the finance industry.
Sandra Hegeman (CRD# 6561450) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Blanchard, OK and has over 8 years of experience in the finance industry.
Larry Holder (CRD# 248394) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Boerne, TX and has over 30 years of experience in the finance industry.