Cort
Laurence
Strategic Financial Concepts, LLC
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About this Advisor
Cort Laurence is a financial advisor working out of Round Rock, Texas with 15 years of relevant experience. Laurence currently works for Strategic Financial Concepts, LLC. Over the course of their career, Laurence has held roles at Strategic Financial Concepts, LLC and Lpl Financial, LLC. Laurence holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in California and Texas. Strategic Financial Concepts, LLC is an advisory firm that has its headquarters in San Antonio, TX. It has offices in 27 locations and a total of 35 advisors. It controls $811 million in total assets across its 4,470 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm provides financial advisory services to six charities and foundations. Of its 4,470 accounts, just 4% are held by high-net-worth investors who have more than $1 million in assets. The firm provides a wide set 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 typically are based on the type of financial services. Fees charged by Strategic Financial Concepts, LLC most likely include any blend 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
Cort Laurence Work History
Cort has been registered as a financial advisor for 15 years.*
Lpl Financial, LLC
Strategic Financial Concepts, LLC
*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 Cort Laurence 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
Houston, TX
Round Rock, TX
Texarkana, TX
El Paso, TX
Fort Worth, TX
Blanchard, OK
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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