Concert Wealth Management

Concert Wealth Management (CRD# 141253) is a financial advisory firm headquartered in San Jose, CA. They manage $2,012,306,125 in 11,032 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,012
    MILLION
  • Total Number of Accounts
    11,032
    ACCOUNTS
  • Average Account Value
    $182,406
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Concert Wealth Management
Showing 1 - 10 of 106 top financial advisors.
1
Jeffrey G. Pietsch
CRD#: 6011071
Eastsound, WA 98245
101
Wealthminder
score

Jeffrey Pietsch (CRD# 6011071) is an Investment Advisor Representative working at Eastsound Capital Advisors LLC in Eastsound, WA and has 14 years of experience in the finance industry.

 

The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Mr. Pietsch is also a co-registered representative of CONCERT Wealth Management, Inc.

 

2
Randall C. Buck
CRD#: 2306244
Bellevue, WA
96
Wealthminder
score

Randall Buck (CRD# 2306244) is an Investment Advisor Representative working at Concert Wealth Management in Bellevue, WA and has over 14 years of experience in the finance industry.

3
James J. Decesare
CRD#: 4552161
1900 The Alameda, 1st Floor, San Jose, CA 95126
96
Wealthminder
score

James Decesare (CRD# 4552161) is an Investment Advisor Representative working at Concert Wealth Management in San Jose, CA and has over 14 years of experience in the finance industry. James Decesare has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jon R. Erickson
CRD#: 4968349
2227 112th Avenue Ne, Suite 100, Bellevue, WA 98004
96
Wealthminder
score

Jon Erickson (CRD# 4968349) is an Investment Advisor Representative working at Concert Wealth Management in Bellevue, WA and has over 11 years of experience in the finance industry. Jon Erickson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Carol K. Lampe
CRD#: 860299
One Oxford Centre, 301 Grant Street, Ste 4300, Pittsburgh, PA 15219
96
Wealthminder
score

Carol Lampe (CRD# 860299) is an Investment Advisor Representative working at Concert Wealth Management in Pittsburgh, PA and has over 24 years of experience in the finance industry. Carol Lampe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Matthew P. McCoy
CRD#: 4855742
3001 S. Broad Street, Suite 200, Chattanooga, TN 37408
96
Wealthminder
score

Matthew McCoy (CRD# 4855742) is an Investment Advisor Representative working at Concert Wealth Management in Chattanooga, TN and has over 11 years of experience in the finance industry.

7
James M. McEvoy
CRD#: 1645362
1900 The Alameda, 1st Floor, San Jose, CA 95126
96
Wealthminder
score

James McEvoy (CRD# 1645362) is an Investment Advisor Representative working at Concert Wealth Management in San Jose, CA and has over 17 years of experience in the finance industry.

8
Duncan N. Morton
CRD#: 2372585
491 N. Main Street, Suite 200a, Ketchum, ID 83340
96
Wealthminder
score

Duncan Morton (CRD# 2372585) is an Investment Advisor Representative working at Concert Wealth Management in Ketchum, ID and has over 18 years of experience in the finance industry.

9
Rene A. Nourse
CRD#: 1006530
841 Apollo Street, Suite 320, El Segundo, CA 90245
96
Wealthminder
score

Rene Nourse (CRD# 1006530) is an Investment Advisor Representative working at Concert Wealth Management in El Segundo, CA and has over 30 years of experience in the finance industry. Rene Nourse has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
John K. Stophel
CRD#: 3195581
3001 S. Broad Street, Suite 200, Chattanooga, TN 37408
96
Wealthminder
score

John Stophel (CRD# 3195581) is an Investment Advisor Representative working at Concert Wealth Management in Chattanooga, TN and has over 17 years of experience in the finance industry. John Stophel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.