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
Alan Katz (CRD# 264934) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Warrington, PA and has over 25 years of experience in the finance industry.
Robert Katz (CRD# 1695704) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Denver, CO and has over 27 years of experience in the finance industry.
Glen Kauffman (CRD# 1364121) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Harrisonburg, VA and has over 32 years of experience in the finance industry.
Christopher Kaufman (CRD# 5391356) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Carlock, IL and has over 16 years of experience in the finance industry.
James Kent (CRD# 4443630) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Kenova, WV and has over 9 years of experience in the finance industry.
Christopher Korinek (CRD# 4159713) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Victoria, TX and has over 23 years of experience in the finance industry.
Kostadin Krajcev (CRD# 2962134) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Troy, MI and has over 26 years of experience in the finance industry.
Jay Kready (CRD# 4530678) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Mount Joy, PA and has over 21 years of experience in the finance industry.
Donald Kusak (CRD# 2418643) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Cypress, TX and has over 30 years of experience in the finance industry.
Gary Kusak (CRD# 2768536) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Shiner, TX and has over 27 years of experience in the finance industry.