Humberto
Moreno
Strategic Financial Concepts, LLC
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About this Advisor
Humberto Moreno is a chartered financial analyst working out of Round Rock, Texas who has 6 years of industry experience. Moreno is an employee of Strategic Financial Concepts, LLC. Over the course of their career, Moreno has held roles at Lpl Financial LLC, Strategic Financial Concepts, LLC and Synergy Financial Group, LLC (Dba: Sfg Wealth Management). Moreno holds a Series 63 license, designating them as a securities broker, and can serve investors in California and Texas. Strategic Financial Concepts, LLC is a registered investment business that has its headquarters in San Antonio, TX. It has offices in 27 locations and a total of 35 employees. It handles $811 million in total assets between its 4,470 accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm serves six charities and foundations. Of its 4,470 accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business performs a number 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. A financial advisor's fees typically depend on the financial services provided. Fee types billed by Strategic Financial Concepts, LLC can be comprised of any 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
Humberto Moreno Work History
Humberto has been registered as a financial advisor for 6 years.*
Strategic Financial Concepts, LLC
Lpl Financial LLC
Synergy Financial Group, LLC (Dba: Sfg Wealth Management)
*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 Humberto Moreno 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
El Paso, TX
Fort Worth, TX
Blanchard, OK
Texarkana, 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.
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