PT
Patrick D. Taylor
STRATEGIC FINANCIAL CONCEPTS
METAIRIE, LA 70002
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CRD#: 2716254
PT
Professional summary
Patrick David Taylor is a registered financial advisor currently at STRATEGIC FINANCIAL CONCEPTS, LLC located in Metairie, Louisiana and LPL FINANCIAL LLC located in Metairie, Louisiana.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Patrick has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 11/13/2009 - DBA ONLY - BENEFIT PLANNING GROUP - METAIRIE, LA. (2)11/20/2009 - NON-VARIABLE INSURANCE - BENEFIT PLANNING GROUP - SELL FIXED LIFE INSURANCE PRODUCTS, HEALTH INSURANCE, DISABILITY AND DENTAL INSURANCE AND FIXED ANNUITIES. - TIME SPENT 50% - METAIRIE, LA. (3) 12/1/2009 - NON-VARIABLE INSURANCE - FIXED INSURANCE BUSINESS - UNDER MY PATRICK D. TAYLOR INSURANCE LICENSE THROUGH THE STATE OF LOUISIANA I HAVE AGENTS THAT ARE CONTRACTED TO SELL FIXED LIFE, ANNUITY AND HEALTH INSURANCE PRODUCTS. THIS BUSINESS IS NOT CONDUCTED UNDER MY DBA OF BENEFIT PLANNING GROUP. - TIME SPENT 15% - METAIRIE, LA. (4) 12/24/2009 - REAL ESTATE RENTAL - PMA REAL ESTATE PARTNERS, INC. - OWNER. THIS IS A SINGLE PROPERTY LLC THAT OWNS MY OFFICE BUILDING. I DON'T HAVE ANY TENANTS, HOWEVER THE TWO REPRESENTATIVES IN MY OFFICE PAY ME A SMALL RENTAL AMOUNT EVERY MONTH. - PROPERTY MANAGEMENT, COMMENCED 12/2004, LLC, 50/50 WITH SPOUSE OWNERSHIP. - TIME SPENT 1% - METAIRIE, LA. (5) 5/16/2012 - REGISTERED INVESTMENT ADVISOR - STRATEGIC FINANCIAL CONCEPTS - TIME SPENT 5% - METAIRIE, LA (6) 05/13/2013 - NATIONAL FINANCIAL ALLIANCE - NON-VARIABLE INSURANCE - I AM ON THE ADVISORY BOARD OF NATIONAL FINANCIAL ALLIANCE, LLC AND REPRESENT THEM WHEN SELLING LIFE INSURANCE, ANNUITIES, SECURITIES PRODUCTS AND ADVISORY PRODUCTS. - 50% OF TIME SPENT - METAIRIE, LA (7) 07/12/2013 - NFA WEALTH MANAGEMENT - MARKETING FOR SECURITIES AND FEE BASED BUSINESS. I PROVIDE INVESTMENT ADVICE THAT INCLUDES FEE BASED AND FEE ONLY. - 10% OF TIME SPENT - METAIRIE, LA (8) 11/29/2013 - BENEFIT PLANNING GROUP HEALTH INSURANCE - NON-VARIABLE INSURANCE - BENEFIT PLANNING GROUP HEALTH INSURANCE: I WILL BE SELLING HEALTH INSURANCE. - BENEFIT PLANNING GROUP HEALTH INSURANCE - TIME SPENT 20% - METAIRIE, LA (9) 8/22/2018 - PMA Real Estate, LLC - Investment Related - Metairie, LA - Real Estate Rental - Start Date:07/19/2018 - 0 Hours Per Month/0 Hours During Trading. (10) 5/2/2019 - Benefit Planning Group Insurance & Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2016 - 160 Hours Per Month/160 Hours During Securities Trading. (11) 12/10/2019 - PMA Real Estate, LLC - Investment Related - 2817 Athania Parkway, Metairie, LA 70002 - Real Estate Rental - Started 08/01/2019 - 1 Hour Per Month/0 Hours During Securities Trading. (12) 09/16/2021 - DPT High End Medical Billing and Collections, LLC - Not Investment Related - 1145 Tallow Tree Drive, Mandeville, LA 70448 - Business Entity For Tax/Investment Purposes Only - Start Date: 08/08/2021 - 2 Hours Per Month/0 Hours During Securities Trading. (13) 07/08/2022 - Benefit Planning Group LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 06/01/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Patrick David Taylor's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 15, 2012 - Present
STRATEGIC FINANCIAL CONCEPTS, LLC
Office #1: 2817 Athania Parkway, Metairie, LA 70002RIA
CRD#: 141849
METAIRIE, LA
Current
September 8, 2009 - Present
LPL FINANCIAL LLC
Office #1: 2817 Athania Parkway, Metairie, LA 70002RIA
BD
CRD#: 6413
METAIRIE, LA
Past
September 8, 2009 - May 7, 2012
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
February 10, 2009 - September 8, 2009
MUTUAL SERVICE CORPORATION
RIA
CRD#: 4806
METAIRIE, LA
Past
June 20, 2008 - September 8, 2009
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
METAIRIE, LA
Past
February 15, 2007 - June 27, 2008
AMERICAN GENERAL SECURITIES INCORPORATED
RIA
CRD#: 13626
METAIRIE, LA
Past
October 1, 2002 - June 27, 2008
AMERICAN GENERAL SECURITIES INCORPORATED
BD
CRD#: 13626
METAIRIE, LA
Past
August 12, 1999 - October 1, 2002
AMERICAN GENERAL EQUITY SERVICES CORPORATION
BD
CRD#: 5435
HOUSTON, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SF
STRATEGIC FINANCIAL CONCEPTS, LLC
AGILE RETIREMENT MANAGEMENT | WWK WEALTH ADVISORS | WEALTH MANAGEMENT DIVISION OF CAPITOL CREDIT UNION | TRILOGY FINANCIAL PLANNING | THE RETIREMENT ANSWER MAN | TEXAS PRIVATE ASSET MANAGEMENT LLC | STRATEGIC FINANCIAL CONCEPTS, LLC | STEVENS WEALTH MANAGEMENT | SEIDENBERGER & COMPANY | ROUND ROCK ASSET MANAGEMENT LLC | ROMANO WEALTH MANAGEMENT | RETIREVEST FINANCIAL SOLUTIONS, LLC. | RED OAK FINANCIAL ASSET MANAGEMENT | ONE XVI WEALTH, LLC | OAKS WEALTH MANAGEMENT | NFA WEALTH MANAGEMENT | NFA INSTITUTIONAL SERVICES | NFA EMPOWERS | NATIONAL FINANCIAL ALLIANCE, LLC | MOFFATT FINANCIAL STRATEGIES | MEIGS FINANCIAL ADVISORS, LLC | MAYFIELD STEVENS FINANCIAL ADVISORS | JEFFREY SOLINSKY WEALTH MANAGEMENT | JEFFERY L. SOLINSKY WEALTH MANAGEMENT, A DIVISION OF SOLINSKY GROUP | G2 WEALTH MANAGEMENT PARTNERS, LLC | CORPORATE FINANCIAL STRATEGIES, LLC | CONCHO INVESTMENT ADVISORS | CHRISTENSEN FINANCIAL SERVICES, INC. | CARROLL ADVISORY GROUP | CAPITAL RETIREMENT PLANNING GROUP | BURNET WEALTH MANAGEMENT, PLLC | BURNET ASSET MANAGEMENT | BUBELA WEALTH MANAGEMENT | BENEFIT PLANNING GROUP INSURANCE & WEALTH MANAGEMENT | BENEFIT PLANNING GROUP | BB&A FINANCIAL GROUP | ASSET PLANNING & CONSULTING LLC
CRD#: 141849 / SEC#: 801-67243
RIA
Registered Investment Advisory firm - (10/24/2006 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(10/25/2017)
RR
Louisiana(9/8/2009)
IAR
Louisiana(5/15/2012)
RR
Mississippi(9/8/2009)
RR
Ohio(1/3/2024)
IAR
Ohio(2/28/2025)
RR
Tennessee(8/29/2024)
RR
Texas(1/30/2015)
IAR
Texas(2/6/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SF
STRATEGIC FINANCIAL CONCEPTS, LLC
AGILE RETIREMENT MANAGEMENT | WWK WEALTH ADVISORS | WEALTH MANAGEMENT DIVISION OF CAPITOL CREDIT UNION | TRILOGY FINANCIAL PLANNING | THE RETIREMENT ANSWER MAN | TEXAS PRIVATE ASSET MANAGEMENT LLC | STRATEGIC FINANCIAL CONCEPTS, LLC | STEVENS WEALTH MANAGEMENT | SEIDENBERGER & COMPANY | ROUND ROCK ASSET MANAGEMENT LLC | ROMANO WEALTH MANAGEMENT | RETIREVEST FINANCIAL SOLUTIONS, LLC. | RED OAK FINANCIAL ASSET MANAGEMENT | ONE XVI WEALTH, LLC | OAKS WEALTH MANAGEMENT | NFA WEALTH MANAGEMENT | NFA INSTITUTIONAL SERVICES | NFA EMPOWERS | NATIONAL FINANCIAL ALLIANCE, LLC | MOFFATT FINANCIAL STRATEGIES | MEIGS FINANCIAL ADVISORS, LLC | MAYFIELD STEVENS FINANCIAL ADVISORS | JEFFREY SOLINSKY WEALTH MANAGEMENT | JEFFERY L. SOLINSKY WEALTH MANAGEMENT, A DIVISION OF SOLINSKY GROUP | G2 WEALTH MANAGEMENT PARTNERS, LLC | CORPORATE FINANCIAL STRATEGIES, LLC | CONCHO INVESTMENT ADVISORS | CHRISTENSEN FINANCIAL SERVICES, INC. | CARROLL ADVISORY GROUP | CAPITAL RETIREMENT PLANNING GROUP | BURNET WEALTH MANAGEMENT, PLLC | BURNET ASSET MANAGEMENT | BUBELA WEALTH MANAGEMENT | BENEFIT PLANNING GROUP INSURANCE & WEALTH MANAGEMENT | BENEFIT PLANNING GROUP | BB&A FINANCIAL GROUP | ASSET PLANNING & CONSULTING LLC
CRD#: 141849 / SEC#: 801-67243
RIA
Registered Investment Advisory firm - (10/24/2006 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
901 Ne Loop 410 Suite 100, San Antonio, TX 78209
Mailing Address
Phone number
(210) 737-7800
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (35 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,290 |
| AUM (Assets Under Management) | $ 1,006,017,397 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC FINANCIAL CONCEPTS, LLC
CRD#: 141849Metairie, LA 70002TRUST BUT VERIFY
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