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Delaney Grace McCoy

Strategic Financial Concepts, LLC

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About Delaney Grace McCoy

Delaney McCoy is a financial advisor who has been in the industry for a short time and is currently registered as an investment advisor representative with Strategic Financial Concepts, LLC. Delaney is registered with the state of Oklahoma and has passed the Series 66, Series 7TO, and the SIE exams. Delaney is a licensed agent with National Financial Alliance and offers financial planning services through Strategic Financial Concepts, LLC, an independent investment advisor firm.

Firm Information

Delaney McCoy 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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Delaney McCoy’s Registration & Firm History

OK

09/07/2023 - Present

Strategic Financial Concepts, LLC (Norman OK)

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Licenses & Designations

BOTH

Issued 08/28/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/16/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/04/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Delaney Grace McCoy.
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