Alexander
Littlepage

Strategic Financial Concepts, LLC

CRD#7113862
Investment Advisor
in Metairie, LA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Alexander Littlepage is a financial advisor based in Metairie, Louisiana, working with Strategic Financial Concepts, LLC. Alexander has previously held positions at Edward Jones, Courtney Gulledge State Farm, Ye Olde Memories LLC, and Lpl Financial. Alexander has passed the Series 66 regulatory exam and is registered to provide services in Louisiana. Currently, Alexander is part of Strategic Financial Concepts, LLC, which operates out of Metairie, Louisiana. The firm has 25 offices and 35 employees. The firm manages assets totaling $987.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Strategic Financial Concepts, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2817 Athania Parkway
Metairie, LA 70002

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Strategic Financial Concepts, LLC Brokerage Details

Total Assets Under Management

$987,555,105

LA Average: $3,042,739,679
Total Number of Employees

35

LA Average: 49
Total Number of Accounts

4,631

LA Average: 2,315
Average Account Size

$213,249

LA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Alexander Littlepage Work History

2024 - Present (0 year)

Lpl Financial

2019 - Present (5 years)

Edward Jones

2017 - 2019 (2 years)

Courtney Gulledge State Farm

2013 - 2017 (4 years)

Ye Olde Memories LLC

Disclosures

Please visit the SEC profile of Alexander Littlepage to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Strategic Financial Concepts, LLC

Michael Harvey
Round Rock, TX
Kent Boatwright
Houston, TX
Humberto Moreno
Round Rock, TX
Alexander Davis
San Antonio, TX
Alexander Littlepage
Metairie, LA
Delaney Mccoy
Norman, OK
Armando Salas
El Paso, TX
Kirk Walker
San Antonio, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started