Concourse Financial Group Advisors
Concourse Financial Group Advisors (CRD# 15708) is a financial advisory firm headquartered in Birmingham, AL. They manage $4,373,015,542 in 20,957 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management4,373MILLION
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Total Number of Accounts20,957ACCOUNTS
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Average Account Value$208,666
- 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
Patsy House (CRD# 2394829) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Cookeville, TN and has over 30 years of experience in the finance industry.
James Houston (CRD# 2865887) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Fort Payne, AL and has over 26 years of experience in the finance industry.
Richard Hrbacek (CRD# 3106485) is an Investment Advisor Representative working at Concourse Financial Group Advisors in La Grange, TX and has over 25 years of experience in the finance industry.
Tyler Huck (CRD# 5150586) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Mandan, ND and has over 17 years of experience in the finance industry.
Stephen James (CRD# 1428309) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Metaire, LA and has over 22 years of experience in the finance industry.
Timothy Jantz (CRD# 4777753) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Mount Joy, PA and has over 19 years of experience in the finance industry.
Bruce Jones (CRD# 2218367) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Saint Mary's, OH and has over 25 years of experience in the finance industry.
George Jones (CRD# 5087852) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Conroe, TX and has over 18 years of experience in the finance industry.
Timothy Jones (CRD# 2330991) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Orlando, FL and has over 30 years of experience in the finance industry.
James Julian (CRD# 1038299) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Carmel, IN and has over 22 years of experience in the finance industry.