Fred ChasalowCRD Number: 3125986
Current Firm: Concorde Asset Management, LLC
Fred Chasalow (CRD# 3125986) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Belmont, CA and has over 18 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Altos Investments, Inc.
|Concorde Asset Management, LLC||Troy, MI||Jan 2013 - Current||3|
|Concorde Investment Services, LLC||Troy, MI||Apr 2012 - Current||4|
|Cambridge Legacy Advisors, LLC||Dallas, TX||Sep 2007 - Dec 2012||5|
|Cambridge Legacy Securities, LLC||Dallas, TX||Sep 2007 - Apr 2012||4|
|Linsco/private Ledger||Hanover, MA||Aug 2001 - Sep 2007||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S65||NASAA Investment Advisors Law Examination||Nov 1998|
Total Assets Under Management236MILLIONS
Total Number of Accounts2,048ACCOUNTS
Average Account Value$114,992
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI
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