Chris
Liebum
Strategic Financial Concepts, LLC
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About this Advisor
Chris Liebum is a financial advisor working out of Katy, Texas. Liebum is currently employed by Strategic Financial Concepts, LLC. Liebum has gained experience at Farmers Insurance Group, Ria Advisors and Ria Wealth Advisors, LLC. Liebum holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Strategic Financial Concepts, LLC is a financial advisory company operating out of San Antonio, TX. The firm has offices in 27 locations and a total of 35 people on staff. It handles $811 million in total assets between its 4,470 client accounts, placing it among the bigger firms in the United States by assets under management. The firm serves six charities and foundations. Of its 4,470 client accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in assets. The firm has a broad array 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. Financial advisory fee schedules usually vary depending on which services are provided. However, fees billed by Strategic Financial Concepts, LLC may include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Chris Liebum Work History
Chris has been registered as a financial advisor for 0 years.*
Ria Advisors
Ria Wealth Advisors, LLC
Farmers Insurance Group
*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 Chris Liebum 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
Houston, TX
Round Rock, TX
Round Rock, TX
Fort Worth, TX
Blanchard, OK
El Paso, TX
Texarkana, TX
San Antonio, 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.
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