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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Livingston Mayfield is a financial advisor with Strategic Financial Concepts, LLC. David has been in the financial industry since 1994 and is a Registered Investment Advisor in Texas. He holds a Series 6, 7, 63 and 65 licenses. David has prior experience with LPL Financial LLC and Investment Centers of America, Inc. David specializes in financial planning, pension consulting, portfolio management for individuals and businesses, and other investment advisory services.
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
02/26/2020 - Present
Strategic Financial Concepts, LLC (Fredericksburg TX)
TX
11/29/2017 - 03/25/2020
LPL FINANCIAL LLC (FREDERICKSBURG TX)
TX
08/02/2004 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (FREDERICKSBURG TX)
IA
09/22/1994 - 08/02/2004
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
IA
Issued 01/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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