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Devin Anthony Carroll

Strategic Financial Concepts, LLC

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About Devin Anthony Carroll

Devin Anthony Carroll is a financial advisor with Strategic Financial Concepts, LLC. Devin has been a registered representative since 2002, offering financial planning, portfolio management, and other advisory services. Devin has experience working with individuals, businesses, and retirement plans. Devin has been a registered representative in multiple states, including Texas, Arkansas, California, Colorado, Florida, Alabama, and Utah.

Firm Information

Devin Carroll 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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Devin Carroll’s Registration & Firm History

TX

08/08/2024 - Present

Strategic Financial Concepts, LLC (Texarkana TX)

TX

06/18/2010 - 01/02/2018

LPL FINANCIAL LLC (TEXARKANA TX)

TX

11/26/2002 - 06/21/2010

EDWARD JONES (TEXARKANA TX)

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Licenses & Designations

BOTH

Issued 07/29/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/10/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/02/2010

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Devin Anthony Carroll. Review regulatory record here.
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