A complete list of active advisors currently associated with Financial Concepts Unlimited, Inc.

Warmer can help you find a great advisor at Financial Concepts Unlimited, Inc. or one who fits your needs even better.

Financial Concepts Unlimited serves individual and high‑net‑worth clients as well as trusts, businesses, and pension plans, providing discretionary portfolio management, asset allocation, financial planning, variable annuity sub‑account management, and consulting services. The firm primarily implements model portfolios composed of ETFs, mutual funds, stocks, bonds and options and offers ongoing monitoring and periodic reviews consistent with client objectives. Investment selection draws on both fundamental and technical analysis and the firm places client accounts into in‑house model portfolios that are matched to risk tolerance and goals. The firm also uses borrowing (margin) as a cash‑management or strategic element in some separately managed accounts and treats margin balances as part of the account value for billing and management purposes, which increases both leverage and the account’s reported asset base. What distinguishes the firm from many peers is its active management of variable annuity sub‑accounts using in‑house model portfolios alongside traditional custodial accounts, and its operational practices around margin in managed accounts—an approach relatively uncommon among similar supported firms. The firm also participates in an institutional custody and trading relationship that provides research, execution and back‑office services while maintaining procedures for accounts with standing transfer authorizations and other custody arrangements.

To learn more about the advisors currently working at Financial Concepts Unlimited, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.