Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alec? Claim Your ProfileAlec Jacob-michael Capel is a registered investment advisor representative associated with Strategic Financial Concepts, LLC. Alec is based in Texarkana, Texas, where Alec has been in the financial services industry since 2012. Alec has passed the Series 65 exam and is registered with the State of Texas. Alec has experience with clients including corporations, insurance companies, high-net-worth individuals, charitable organizations, and pension plans. Alec also works with other investment advisors. Strategic Financial Concepts, LLC is a financial services firm that specializes in providing a variety of financial services to individuals and businesses. Strategic Financial Concepts, LLC manages assets for individuals, corporations, insurance companies, and pension plans. The firm has a team of financial advisors who are dedicated to providing clients with personalized financial advice. They offer a range of financial services, including financial planning, portfolio management, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting and business planning services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Retainer fees
1
2
TX
04/25/2022 - Present
Strategic Financial Concepts, LLC (Texarkana TX)
IA
Issued 04/09/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Alec Capel is the right advisor for you? Invested Better is here to help.
