Concourse Financial Group Advisors
Concourse Financial Group Advisors (CRD# 15708) is a financial advisory firm headquartered in Birmingham, AL. They manage $5,744,713,043 in 24,896 accounts and serve the financial needs of clients across 51 states (or territories).
-
Total Assets Under Management5,745MILLION
-
Total Number of Accounts24,896ACCOUNTS
-
Average Account Value$230,748
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
Beth Anderson (CRD# 1307452) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Birmingham, AL and has over 17 years of experience in the finance industry.
Elizabeth Anderson (CRD# 2209248) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Birmingham, AL and has over 30 years of experience in the finance industry.
John Anderson (CRD# 5762939) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Colorado Springs, CO and has over 11 years of experience in the finance industry. John Anderson 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.
Flynn Andrew (CRD# 2748728) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Roswell, GA and has over 25 years of experience in the finance industry.
Danica Ansardi (CRD# 1934962) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Belle Chasse, LA and has over 23 years of experience in the finance industry.
Ray Ansardi (CRD# 6204006) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Belle Chasse, LA and has over 3 years of experience in the finance industry. Ray Ansardi 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.
Troy Arceneaux (CRD# 3068948) is an Investment Advisor Representative working at Concourse Financial Group Advisors in New Iberia, LA and has 1 year of experience in the finance industry.
Russell Arman (CRD# 2014204) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Bismarck, ND and has over 29 years of experience in the finance industry. Russell Arman 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.
Brian Asper (CRD# 4325305) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Ephrata, PA and has over 21 years of experience in the finance industry.
Donald Atkins (CRD# 2829986) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Spartanburg, SC and has over 25 years of experience in the finance industry. Donald Atkins 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.