DM
Daniel Meigs
from Strategic Financial Concepts, LLC
Daniel Meigs is a financial advisor based in Texas, San Antonio,
with 26 years of experience. Daniel currently works for
Strategic Financial Concepts, LLC.
Daniel maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Daniel Meigs works at Strategic Financial Concepts, LLC
Strategic Financial Concepts, LLC is a financial advisory firm based in San Antonio, Texas. It currently has approximately $811,032,601 of assets under management and employs about 35 people. Strategic Financial Concepts, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and retainer fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and retainer fees
Office location
901 Ne Loop 410, Suite 100, San Antonio, Texas, 78209
Advisor can help with
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