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David M

Series 63, Series 65

Fredericksburg, TX

Strategic Financial Concepts, LLC

David Mayfield is a financial advisor with Strategic Financial Concepts, LLC in Fredericksburg, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at LPL Financial LLC and Investment Centers of America, Inc. In addition to his advisory role, he works part-time at the Lady Bird Johnson Golf Course. Strategic Financial Concepts offers personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, and institutional clients, utilizing discretionary portfolio management, model portfolios, and third-party manager solutions with ongoing supervision.

Cash flow / budgeting Options & derivatives strategies
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