FINANCIAL CONCEPTS UNLIMITED, INC.

1 registered advisor·CRD# 118641
SEC# 801-613450866-444-5122
01

Firm Overview

AUM
$154M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FINANCIAL CONCEPTS UNLIMITED, INC.

1 registered advisor
John Russell Taylor
ANNAPOLIS, Maryland
05

Office Locations

ANNAPOLIS, Maryland
1 advisor

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Data sourced from SEC Form ADV filings. FINANCIAL CONCEPTS UNLIMITED, INC. (CRD# 118641) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.