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FINANCIAL CONCEPTS UNLIMITED, INC.

· CRD 118641 · IAPD ↗ · fcuinc.com · 866-444-5122

$231.4MRegulatory AUM
2Advisory reps
3Employees
3Clients
101-250Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2024 — FINANCIAL CONCEPTS UNLIMITED, INC. notice-filed in MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.