Richard Alan Edgett
Investment adviser representative at Strategic Financial Concepts, LLC
11 yearsExperience
1 stateRegistered in
$927.7MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Financial Concepts, LLCMay 2026 to now
- LPL Financial LLCApr 2026 to now
- UnemployedFeb 2026 to Apr 2026
- Victory Capital Management IncJan 2025 to Feb 2026
- Victory Capital Services, IncJan 2025 to Feb 2026
- Edward JonesNov 2023 to Dec 2024
- Merrill Lynch, Pierce, Fenner & Smith/boaNov 2022 to Nov 2023
- UnemployedSep 2022 to Nov 2022
- Simmons BankDec 2021 to Sep 2022
- First Financial BankNov 2020 to Dec 2021
- BbvaAug 2015 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Strategic Financial Concepts, LLC
$927.7MAssets managed
3,824Clients
39Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7668083
- Firm CRD
- 141849