| Advisor Profile |
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| Name: |
Guy Conger |
| Phone Number: |
(210) 764-6697 |
| Website: |
Visit Website
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Business Description |
Money Concepts is the investment arm of Cutting Edge Financial Planning a Financial Planning
firm founded in 2000 and based in the San Antonio area.We pioneered the concept of bringing financial professionals together to best serve clients needs at the highest possible level. We have strategic alliances with Estate Planning Attorneys, CPA's, Insurance Professionals, Mortgage Brokers,Credit Unions,Real Estate Brokers, 1031 Programs, Money Managers and Direct Participation Programs.
"In a multitude of counsel there is wisdom". |
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General Information |
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| Years of Experience in Financial Services: |
15
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| Foreign Languages Serviced: |
Spanish
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Education |
| Academic Background |
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| BA, Economics and History - University of Texas (1991)One Year Managerial Finance UIW |
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Services |
| Investment Types: |
Stocks Mutual Funds, International Investments, Bonds, Stocks, Annuities, Alternative Investments, 1031/Direct Participation, Bond Mutual Funds, Options, Real Estate
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Securities Investor Protection Corporation, Series 7, Insurance License (Life & Health; Long Term Care; Specify below), Certified Financial Planner
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Assets Managed by Firm: |
Yes
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Compensation & Fees |
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| Additional Details on Charges: |
I charge $100 per hour for Investment Advice and a one time fee of $500 for financial Planning.
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| Prepared By: |
Guy Conger |
| Most Recent Update: |
06/20/2008 |
Frequently Asked Questions |
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