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Alfred Young Scarborough

Strategic Financial Concepts, LLC

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About Alfred Young Scarborough

Alfred Scarborough has been a registered investment advisor for over 30 years. Alfred is currently with Strategic Financial Concepts, LLC in Burnet, TX and previously was with LPL Financial LLC. Alfred has held licenses with several other firms. His specializations include financial planning, portfolio management for individuals and businesses, and pension consulting. Alfred also provides educational seminars.

Firm Information

Alfred Scarborough 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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Alfred Scarborough’s Registration & Firm History

TX

07/29/2019 - Present

Strategic Financial Concepts, LLC (Burnet TX)

TX

11/29/2017 - 07/10/2019

LPL FINANCIAL LLC (BURNET TX)

TX

06/27/2006 - 11/29/2017

INVESTMENT CENTERS OF AMERICA, INC. (BURNET TX)

TX

06/28/2004 - 06/30/2006

ALLSTATE FINANCIAL SERVICES, LLC (KERRVILLE TX)

GA

01/19/1993 - 04/05/2004

ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)

NY

07/24/1991 - 12/13/1991

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

CA

11/08/1990 - 05/06/1991

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

NY

03/10/1989 - 09/07/1990

OPPENHEIMER & CO., INC. (NEW YORK NY)

NA

04/21/1988 - 03/27/1989

KNIBBE FINANCIAL GROUP, INC.

NA

06/20/1986 - 04/25/1988

MAY & O'CONNOR CAPITAL INC

NA

07/31/1985 - 06/10/1986

UNDERWOOD, NEUHAUS & CO., INCORPORATED

NA

06/16/1981 - 08/01/1985

OPPENHEIMER & CO., INC.

NA

09/23/1980 - 06/25/1981

BACHE HALSEY STUART SHIELDS INCORPORATED

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Licenses & Designations

BOTH

Issued 12/12/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/04/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/25/1988

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/1980

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alfred Young Scarborough.
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