Overview

Hello my name is Dale Teal, founder of Strategic Financial Concepts. I have been in the business for 27 years. We are a team of 4 reps with 3 full time staff. See our Web site. The numbers I stated are my personal numbers. We have been together for 15 to 25 yrs. We are blessed to have a wonderful team and clients. We feel we are at 80% capacity. We woud be a good fit for a rep who has been in the business 10 yrs and wants to be a part of a group of high integrity producers.
We also would be a good fit for an older rep who would like to retire in 5 years or less. We have ample space in our current office location.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred

Loading...