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).

By the Numbers
  • Total Assets Under Management
    5,745
    MILLION
  • Total Number of Accounts
    24,896
    ACCOUNTS
  • Average Account Value
    $230,748
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
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.

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

Financial Advisors at Concourse Financial Group Advisors
Showing 1 - 10 of 349 top financial advisors.
1
Beth L. Anderson
CRD#: 1307452
2801 Highway 280 South, Birmingham, AL 35223

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.

2
Elizabeth G. Anderson
CRD#: 2209248
2801 Highway 280 South, Birmingham, AL 35223

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.

3
John E. Anderson
CRD#: 5762939
12325 Oracle Blvd, Suite 121, Colorado Springs, CO 80921

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.

4
Flynn L. Andrew
CRD#: 2748728
Roswell, GA

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.

5
Danica P. Ansardi
CRD#: 1934962
8611 Highway 23, Suite 1-c, Belle Chasse, LA 70037

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.

6
Ray C. Ansardi
CRD#: 6204006
8611 Highway 23, Suite 1-c, Belle Chasse, LA 70037

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.

7
Troy Arceneaux
CRD#: 3068948
134 E Main Street, Suite #1, New Iberia, LA 70560

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.

8
Russell W. Arman
CRD#: 2014204
919 South 7th St, Suite 507, Bismarck, ND 58504

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.

9
Brian K. Asper
CRD#: 4325305
860 N Reading Road, Ephrata, PA 17522

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.

10
Donald K. Atkins
CRD#: 2829986
205 South Pine Street, Spartanburg, SC 29302

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.

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