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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Gene Holder is a financial advisor at Strategic Financial Concepts, LLC in Boerne, TX. Larry has over 24 years of experience in the financial services industry. Larry specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Larry also provides consulting and business planning services to small businesses.
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
10/23/2014 - Present
Strategic Financial Concepts, LLC (BOERNE TX)
TX
10/01/2014 - 11/27/2017
LPL FINANCIAL LLC (BOERNE TX)
TX
02/06/2001 - 10/06/2014
PARK AVENUE SECURITIES LLC (SAN ANTONIO TX)
NE
09/02/1998 - 02/02/2001
AMERITAS INVESTMENT CORP. (LINCOLN NE)
CA
01/06/1997 - 09/02/1998
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CA
02/08/1994 - 12/31/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CT
09/07/1993 - 03/18/1994
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IN
07/03/1986 - 12/31/1990
PHILADELPHIA LIFE ASSET PLANNING COMPANY (CARMEL IN)
NA
03/14/1972 - 07/03/1986
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
NA
02/01/1972 - 11/17/1973
TRANSAMERICA FUND SALES, INC.
IA
Issued 03/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/28/1972
Series 1 - Registered Representative Examination
Active
Inactive
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