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Business Profile

Financial Services

Financial Concepts Unlimited, Inc.

About

Important information

  • Additional Info:
    * According to the company's website, "Securities offered through Purshe Kaplan Sterlin Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211" (Link: http://www.fcuinc.com/)

About This Business

BBB Accredited Since: 11/21/2011

Years in Business: 44

Products and Services

This company offers financial planning and wealth management services.

Business Details

BBB File Opened:
11/2/2011
Business Started:
5/19/1981
Business Started Locally:
5/19/1981
Business Incorporated:
5/4/1990
Type of Entity:
Corporation

Additional Contact Information

Principal Contacts
Mr. John R. Taylor, Jr., President/CEO
Customer Contacts
Ms. Lisa Holland, Office Manager
Mr. John R. Taylor, Jr., President/CEO
Fax numbers
Primary Fax: (301) 315-6343
Additional Phone Numbers
Other Phone: (866) 444-5122
Social Media
LinkedIn

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 4195320 for this business, issued by FINRA- Financial Industry Regulatory Authority. The expiration date of this license is 3/14/2026.

FINRA- Financial Industry Regulatory Authority

1700 K Street, NW

Washington DC 20006

Industry Tip

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