Financial Concepts

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).

By the Numbers
  • Total Assets Under Management
    484
    MILLION
  • Total Number of Accounts
    3,875
    ACCOUNTS
  • Average Account Value
    $124,787
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, FL, GA, LA, MO, MS, NC, NE, NH, TN, TX

Financial Advisors at Financial Concepts
Showing 1 - 2 of 2 top financial advisors.
1
Rhonda S. Ferguson
CRD#: 1285029
Columbus, MS 39701

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.

2
Scott T. Ferguson
CRD#: 5128168
Columbus, MS 39701

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.

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