Michael
Harvey
Strategic Financial Concepts, LLC
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About this Advisor
Michael Harvey is a financial advisor working in Round Rock, Texas who has 5 years of relevant experience. Harvey works at Strategic Financial Concepts, LLC. The advisor has gained experience at Nationwide Investment Services Corp, Allianz Global Investors Distributors LLC, Allianz Global Investors U.S. LLC, Strategic Financial Concepts, LLC and Lpl Financial, LLC. Harvey maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to serve investors in Texas. Strategic Financial Concepts, LLC is a registered investment business headquartered in San Antonio, TX. The company has offices in 27 locations and a total of 35 people on staff. It handles $811 million in assets across its 4,470 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm serves six charitable organizations. Of its 4,470 accounts, just 4% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm performs 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 fee schedules typically depend on which services the firm provides the client. However, fee types billed by Strategic Financial Concepts, LLC most likely consist 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
Michael Harvey Work History
Michael has been registered as a financial advisor for 5 years.*
Strategic Financial Concepts, LLC
Lpl Financial, LLC
Allianz Global Investors Distributors LLC
Allianz Global Investors U.S. LLC
Nationwide Investment Services Corp
*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 Michael Harvey 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
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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