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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cort? Claim Your ProfileCort Laurence is a financial advisor with Strategic Financial Concepts, LLC based in Euless, TX. Cort has been in the financial services industry since 2000 and has a Series 7 and Series 66 securities license. Cort provides a range of financial advisory services including portfolio management, financial planning, and pension consulting. Cort also holds other licenses and registrations in states like California and Texas, demonstrating a commitment to meeting the needs of clients across multiple jurisdictions. Strategic Financial Concepts, LLC, is a firm that specializes in providing advisory services to a variety of clients including individuals, corporations, and retirement plans.
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
04/11/2008 - Present
Strategic Financial Concepts, LLC (Euless TX)
TX
09/08/2009 - 06/19/2019
LPL FINANCIAL LLC (SAN ANTONIO TX)
TX
10/21/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (ROUND ROCK TX)
TX
10/01/2002 - 10/22/2008
AMERICAN GENERAL SECURITIES INCORPORATED (ROUND ROCK TX)
TX
06/27/2002 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
TX
08/02/2000 - 05/28/2002
SWS FINANCIAL SERVICES (DALLAS TX)
BOTH
Issued 09/29/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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