FINANCIAL CONCEPTS UNLIMITED, INC. of ANNAPOLIS, MD is an SEC-registered investment adviser (CRD 118641). Regulatory assets under management: $231.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Other.
| Name | Role | Location |
|---|---|---|
| John Russell Taylor | CEO, CHIEF COMPLIANCE OFFICER | — |
| TAYLOR JOHN RUSSELL | CEO, CHIEF COMPLIANCE OFFICER; EXECUTIVE VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER, COO; VICE-PRESIDENT (+2 more) | — |
| RAFEI KEYVAN | CEO | — |
| ZUKERGOOD MATTHEW RICHARD | PRESIDENT | — |