Financial Concepts (CRD# 157616) is a financial advisory firm headquartered in Columbus, MS. They manage $483,547,892 in 3,875 accounts and serve the financial needs of clients across 12 states (or territories).
Total Assets Under Management484MILLION
Total Number of Accounts3,875ACCOUNTS
Average Account Value$124,787
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AR, FL, GA, LA, MO, MS, NC, NE, NH, TN, TX
Rhonda Ferguson (CRD# 1285029) is an Investment Advisor Representative working at Financial Concepts in Columbus, MS and has over 35 years of experience in the finance industry. Rhonda Ferguson 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.
Scott Ferguson (CRD# 5128168) is an Investment Advisor Representative working at Financial Concepts in Columbus, MS and has over 11 years of experience in the finance industry.