Brian Dobisch, financial advisor Southhampton PA

Brian Dobisch

CRD Number: 4283790
Current Firm: Concourse Financial Group Advisors

Brian Dobisch (CRD# 4283790) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Southhampton, PA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Concourse Financial Group Securities Inc. Southampton, PA Nov 2008 - Current 15
Concourse Financial Group Securities Inc. Southampton, PA May 2003 - Current 20
(dba) Dobisch Associates Southampton, PA Jan 1989 - Current 35
Brian J. Dobisch - Self Employed Willow Grove, PA Sep 1987 - Mar 2019 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
S65 NASAA Investment Advisors Law Examination Nov 2008
Contact Info for Brian J. Dobisch
Phone Number: 800-288-3035
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    4,021
    MILLIONS
  • Total Number of Accounts
    21,163
    ACCOUNTS
  • Average Account Value
    $189,980
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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