Financial Concepts Unlimited, Inc.
Financial Concepts Unlimited, Inc. (CRD# 118641) is a financial advisory firm headquartered in , . They manage $154,073,824 in 676 accounts and serve the financial needs of clients across 9 states (or territories).
Current Firm Details
Financial Concepts Unlimited, Inc.
By the Numbers
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Total Assets Under Management154MILLION
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Total Number of Accounts676ACCOUNTS
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Average Account Value$227,920
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA, LA, MD, MS, NC, NH, TX, VA
Financial Advisors at Financial Concepts Unlimited, Inc.
1
Chad Newcomb (CRD# 2724593) is an Investment Advisor Representative working at Financial Concepts Unlimited, Inc. in Centreville, MD and has over 26 years of experience in the finance industry.
2
John Taylor (CRD# 4195320) is an Investment Advisor Representative working at Financial Concepts Unlimited, Inc. in Centreville, MD and has over 23 years of experience in the finance industry.
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