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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.