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Alexander Whittington Davis

Strategic Financial Concepts, LLC

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About Alexander Whittington Davis

Alexander Whittington Davis is a Registered Representative and Investment Advisor Representative. Alexander is registered with Strategic Financial Concepts, LLC in Texas and has been in the industry since 2021. Alexander has a Series 7TO, Series 63, and Series 66 license. Prior to Strategic Financial Concepts, LLC, Alexander was registered with Fidelity Brokerage Services LLC in Texas.

Firm Information

Alexander Davis is currently registered with Strategic Financial Concepts, LLC. Strategic Financial Concepts, LLC is a registered investment advisor headquartered in San Antonio, Texas. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, 401(k) plans, pension and profit-sharing plans, insurance companies, charitable organizations, and other clients. Strategic Financial Concepts, LLC has approximately $987.56 million in regulatory assets under management.
Strategic Financial Concepts, LLC

901 NE LOOP 410

SAN ANTONIO, TX 78209

$987.56M

Assets Under Management

65

Total Clients

40

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting and business planning services

General consulting and business planning services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Retainer fees

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Alexander Davis’s Registration & Firm History

TX

03/02/2023 - Present

Strategic Financial Concepts, LLC (Texarkana TX)

TX

05/06/2021 - 01/11/2023

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 08/01/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/14/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/06/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/29/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander Whittington Davis.
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