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
Timothy Long (CRD# 2138850) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Chambersburg, PA and has over 33 years of experience in the finance industry.
Edick Lucas (CRD# 1950578) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Altamonte Springs, FL and has over 27 years of experience in the finance industry.
Michael Mackin (CRD# 2644975) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Okemos, MI and has over 28 years of experience in the finance industry.
Stephen Malter (CRD# 1571794) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Birmingham, AL and has over 37 years of experience in the finance industry.
Hugo Marrero (CRD# 1859120) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Baton Rouge, LA and has over 26 years of experience in the finance industry.
Thomas Masi (CRD# 1660596) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Charleston, SC and has over 37 years of experience in the finance industry.
Robert Massey (CRD# 2490200) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Madison, GA and has over 29 years of experience in the finance industry.
Jay Matthews (CRD# 2734702) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Fargo, ND and has over 27 years of experience in the finance industry.
Kevin McCreless (CRD# 5180100) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Birmingham, AL and has over 16 years of experience in the finance industry.
Richard McGimsey (CRD# 1273551) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Birmingham, AL and has over 39 years of experience in the finance industry.