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).

By the Numbers
  • Total Assets Under Management
    988
    MILLION
  • Total Number of Accounts
    4,631
    ACCOUNTS
  • Average Account Value
    $213,249
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
The map below shows states where this firm has explicit registration only.

AL, AR, CA, CO, FL, ID, LA, MN, MT, NM, NY, OK, TN, TX, UT, VA, WA, WI

Financial Advisors at Strategic Financial Concepts, LLC
Showing 11 - 20 of 36 top financial advisors.
11
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 9 years of experience in the finance industry.

12
Cort A. Laurence
CRD#: 4223951
Euless, TX

Cort Laurence (CRD# 4223951) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Euless, TX and has over 23 years of experience in the finance industry.

13
David L. Mayfield
CRD#: 2538631
501 W Main Street, Fredericksburg, TX 78624

David Mayfield (CRD# 2538631) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Fredericksburg, TX and has over 29 years of experience in the finance industry.

14
Thomas J. Meyer
CRD#: 4143520
2817 Athania Parkway, Metairie, LA 70002

Thomas Meyer (CRD# 4143520) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Metairie, LA and has over 17 years of experience in the finance industry.

15
Derek J. Moffatt
CRD#: 4911240
425 Houston Street Suite 575, Fort Worth, TX 76102

Derek Moffatt (CRD# 4911240) 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.

16
Humberto E. Moreno
CRD#: 2145869
2201 Double Creek Drive, Suite 5005, Round Rock, TX 78664

Humberto Moreno (CRD# 2145869) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Round Rock, TX and has over 32 years of experience in the finance industry.

17
Leonard J. Nelson
CRD#: 722771
2817 Athania Parkway, Metairie, LA 70002

Leonard Nelson (CRD# 722771) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Metairie, LA and has over 23 years of experience in the finance industry.

18
Steven Romano
CRD#: 1903263
111 N Broadway, Suite D, Edmond, OK 73034

Steven Romano (CRD# 1903263) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Edmond, OK and has over 35 years of experience in the finance industry.

19
Alfred Y. Scarborough
CRD#: 715559
136 E. Washington, Burnet, TX 78611

Alfred Scarborough (CRD# 715559) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Burnet, TX and has over 43 years of experience in the finance industry.

20
Wayne N. Schwartz
CRD#: 2580456
Austin, TX

Wayne Schwartz (CRD# 2580456) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Austin, TX and has over 29 years of experience in the finance industry.

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