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Financial Concepts Unlimited, Inc. Employee Directory

Financial ServicesMaryland, United States2-10 Employees

Financial Concepts Unlimited, Inc. operates in the financial services sector, providing investment management and financial planning. The firm aims for steady, risk-aware performance over time, supported by a combination of in-house and external research and advanced technology. Investment objectives are determined on an individual basis and reviewed by a committee to guide decisions aligned with clients' goals.

The team brings more than 80 years of combined academic and business experience to its investment decisions. Based in Annapolis, Maryland, the company is BBB Accredited, and a 2020 report notes it launched its NIO Space concept across 24 cities in China.

Find Financial Concepts Unlimited, Inc. employees' phone numbers or email addresses

Financial Concepts Unlimited, Inc. Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Financial Concepts Unlimited, Inc.'s Leadership

  • Stylized image of a person
    J. T.
    President & Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. C.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. N.
    Wealth Manager, Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. H.
    Office Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. C. U.
    Office Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. L.
    Financial Advisor
    Phone icon
    Mobile Phone

Financial Concepts Unlimited, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Financial Concepts Unlimited, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. C.
    President
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Feb 18, 2026
  • Stylized image of a person
    J. T.
    President & Ceo
    Phone icon
    Mobile Phone
    United StatesMaryland
    Jun 27, 2026
  • Stylized image of a person
    C. N.
    Wealth Manager, Principal
    Phone icon
    Mobile Phone
    United StatesMaryland
    Jun 08, 2026
  • Stylized image of a person
    L. H.
    Office Manager
    Phone icon
    Mobile Phone
    United StatesMaryland
    May 28, 2026
  • Stylized image of a person
    F. C. U.
    Office Manager
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    G. L.
    Financial Advisor
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Financial Concepts Unlimited, Inc. known for?

Minus sign iconPlus sign iconFinancial Concepts Unlimited, Inc. was founded in 1990 operates in the Financial Services industry. The company's main headquarters is located in 30b West Street Annapolis, Maryland 21401 United States; you can contact the main corporate office by phone at
+1-301-315-****
. Explore Financial Concepts Unlimited, Inc.'s company overview page for more information.

What is Financial Concepts Unlimited, Inc.'s most common email format?

Minus sign iconPlus sign iconFinancial Concepts Unlimited, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Concepts Unlimited, Inc. email formats with LeadIQ.

How many employees does Financial Concepts Unlimited, Inc. have currently?

Minus sign iconPlus sign iconFinancial Concepts Unlimited, Inc. has approximately 3 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Financial Concepts Unlimited, Inc.'s key employees and leadership?

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As of February 2026, Financial Concepts Unlimited, Inc.'s key employees include:

  • President & Ceo: J. T.
  • President: D. C.
  • Wealth Manager, Principal: C. N.
  • Office Manager: L. H.
  • Office Manager: F. C. U.

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