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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Moffatt is a financial advisor with Strategic Financial Concepts, LLC, a registered investment advisor with offices in San Antonio and Fort Worth. Derek has been in the financial services industry for over 15 years. Derek offers a range of financial services, including financial planning, portfolio management, and pension consulting. Derek has been recognized as a specialist in various areas including Retirement Planning, College Savings Planning, Estate Planning and Tax Planning.
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
03/08/2024 - Present
Strategic Financial Concepts, LLC (Fort Worth TX)
TX
04/12/2011 - 05/19/2020
LPL FINANCIAL LLC (FT WORTH TX)
TX
06/18/2010 - 04/29/2011
UVEST FINANCIAL SERVICES GROUP, INC. (ROANOKE TX)
TX
06/12/2009 - 10/13/2010
LPL FINANCIAL CORPORATION (CROWLEY TX)
TX
04/07/2005 - 06/15/2009
EDWARD JONES (CROWLEY TX)
BOTH
Issued 01/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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