Coby Ross Huerta

Current Employers

Employment History

• 08/2021 → 04/2024
  Charles Schwab & Co., Inc.
  Austin, TX
• 02/2017 → 08/2021
  Strategic Financial Concepts
  San Antonio, TX
• 05/2015 → 08/2021
  Heb Grocery
  Austin, TX
• 08/2017 → 05/2021
  St. Edwards University
  Austin, TX
• 04/2024 → Present
  Lpl Financial, Llc
  San Antonio, TX

Other Businesses

1- 03/2024 / National Financial Alliance / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mnth / 8 hrs during trading 2- 04/29/2024 - Strategic Financial Concepts, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 3/18/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Strategic Financial Concepts, LLC, an independent investment advisor firm. I started this business activity in 3/2024. 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. 3- 10/27/2025 - Strategic Financial Concepts - Other - Administrative Assistant - Investment Related - New Braunfels, TX - Start Date 10/07/2025 - 20 hours per month/ 0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-25
• S63 Uniform Securities Agent State Law Examination
  2022-01-24

Other Names

• Coby Huerta