Financial Concepts
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
329 Primrose Rd Ste 117195, Burlingame, ...Phone Number
(650) 348-1880Website
www.financialconcepts.netRevenue
$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Financial Concepts
*Disclosure Securities and Advisory services offered through representatives of Lincoln Financial Securities Corporation, member FINRA & SIPC . FINRA Branch Office: 233 Bloomfield Road, Burlingame, CA 94010. See Lincoln Financial Securities (LFS) Form CRS Customer Relationship Summary, available here , for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS Forms ADV, Part 2A, which describe LFS investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS broker-dealer services, and other client disclosure documents can be found here . This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in California, Oregon, NRead more
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Revenue
Number of Employees
Type
Funding
Founded In
Financial Concepts
$5M
1-10
Private
-
1990
JP
John PivirottoInvestment Registered Investment Advisor & Retirement Representative
Company Profile Activity
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Financial Concepts Tech Stack
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*Disclosure Securities and Advisory services offered through representatives of Lincoln Financial Securities Corporation, member FINRA & SIPC . FINRA Branch Office: 233 Bloomfield Road, Burlingame, CA 94010. See Lincoln Financial Securities (LFS) Form CRS Customer Relationship Summary, available here , for succinct information about the relationshi... Read More
