Larry
Holder
Strategic Financial Concepts, LLC
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About this Advisor
Larry Holder is a financial advisor operating out of Boerne, Texas who has 9 years of relevant experience. Holder is on the advisory team at Strategic Financial Concepts, LLC. Throughout their career, Holder has worked at The Financial Process Group, Guardian Life Insurance Co Of America, Park Avenue Securities LLC and Lpl Financial, LLC. Holder has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in 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 manages $811 million in assets among its 4,470 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm advises six charitable organizations. Of its 4,470 accounts, just 4% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Strategic Financial Concepts, LLC provides a number of services, including 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 largely are based on which services the firm provides the client. Fees billed by Strategic Financial Concepts, LLC most likely include some 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
Larry Holder Work History
Larry has been registered as a financial advisor for 9 years.*
Lpl Financial, LLC
The Financial Process Group
Guardian Life Insurance Co Of America
Park Avenue Securities LLC
Guardian Life Insurance Co Of America
Park Avenue Securities 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 Larry Holder 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
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.
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