Alexander
Davis
Strategic Financial Concepts, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Alexander Davis is a financial advisor operating in San Antonio, Texas. Davis is on the advisory team at Strategic Financial Concepts, LLC. Over the course of their career, they have held roles at Fidelity Investments, Illuminated Telecom LLC, The University Of Alabama, Texas High School, Mother Of Divine Grace School, Chick-Fil-A, Jobsite Labor, Barkman Creek Lawn Service LLC, Kirsch & Associates and Strategic Financial Concepts, LLC. Davis holds Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to work in Texas. Strategic Financial Concepts, LLC is a registered investment business based out of San Antonio, TX. It has offices in 27 locations and a total of 35 financial advisors. It administers $811 million in assets among its 4,470 accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm advises six charities and foundations. Of its 4,470 client accounts, just 4% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm offers a diverse range of services, such as 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. Fees charged by financial advisors largely depend on the type of financial services offered. However, fees charged by Strategic Financial Concepts, LLC most likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$811,032,601
35
4,470
$181,439
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 Davis Work History
Alexander has been registered as a financial advisor for 0 years.*
Strategic Financial Concepts, LLC
Fidelity Investments
Barkman Creek Lawn Service LLC
Kirsch & Associates
The University Of Alabama
Jobsite Labor
Illuminated Telecom LLC
Chick-Fil-A
Texas High School
Mother Of Divine Grace School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexander Davis 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
Round Rock, TX
Round Rock, TX
Houston, TX
Texarkana, TX
Blanchard, OK
Fort Worth, TX
El Paso, TX
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
