Coby
Huerta
Strategic Financial Concepts, LLC
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About this Advisor
Coby Huerta is a financial advisor based in San Antonio, Texas, working with Strategic Financial Concepts, LLC. Coby has previously held positions at Charles Schwab & Co., Inc, Strategic Financial Concepts, Heb Grocery, St. Edwards University, Student, and Lpl Financial. Coby has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Coby is part of Strategic Financial Concepts, LLC, which operates out of San Antonio, Texas. 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
Services Offered
Fee Structure
Office Location
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Strategic Financial Concepts, LLC Brokerage Details
$987,555,105
35
4,631
$213,249
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
Coby Huerta Work History
Lpl Financial
Charles Schwab & Co., Inc
Strategic Financial Concepts
St. Edwards University
Heb Grocery
Student
Disclosures
Please visit the SEC profile of Coby Huerta to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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San Antonio, TX
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