DM
Delaney G. Mccoy
STRATEGIC FINANCIAL CONCEPTS
Norman, OK 73069
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CRD#: 7692080
DM
Professional summary
Delaney Grace Mccoy, who also goes by Delaney Grace Beller, is a registered financial advisor currently at STRATEGIC FINANCIAL CONCEPTS, LLC located in Norman, Oklahoma and LPL FINANCIAL LLC located in Norman, Oklahoma.
Delaney is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Delaney has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Delaney Grace Beller
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) 05/2023 - NFA WeaIth Management - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 2) 09/22/2023 - National Financial Alliance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance Agent - Start Date 09/07/2023 - 20 Hours Per Month 20 Hours During Trading 3) 09/13/2023 - Strategic Financial Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 04/25/2023 - 160 Hours Per Month 40 Hours During Trading 4) 09/13/2023 - Strategic Financial Concepts, LLC - Investment Related - 901 NE Loop 410 Ste 100 - Registered Investment Advisor Hybrid - Start Date 04/25/2023 - 160 Hours Per Month 40 Hours During Trading I provide investment advisory services through Strategic Financial Concepts, LLC, an independent investment advisor firm. I started this business activity in 04/2023]. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 12/05/2024 - 2B LLC - Other - Business Owner - Non-inv. Related - Washington, OK - Owner - Start Date 01/01/2021 - 0hrs/month
CRS (Client Relationship Summary) - RIA
Click below to view Delaney Grace Mccoy'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
September 7, 2023 - Present
STRATEGIC FINANCIAL CONCEPTS, LLC
Office #1: 808 24th Ave. Nw, Suite 202, Norman, OK 73069RIA
CRD#: 141849
Norman, OK
Current
June 16, 2023 - Present
LPL FINANCIAL LLC
Office #1: 808 24th Ave Nw Ste 202, Norman, OK 73069RIA
BD
CRD#: 6413
Norman, OK
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
Oklahoma(8/29/2023)
IAR
Oklahoma(9/7/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/16/2023
General Securities Representative ExaminationGeneral Industry/Product 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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC FINANCIAL CONCEPTS, LLC
CRD#: 141849Norman, OK 73069TRUST BUT VERIFY
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