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
Lisa McHenry (CRD# 6467423) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Mount Joy, PA and has over 8 years of experience in the finance industry.
Daniel McIntyre (CRD# 1083493) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Muskego, WI and has over 36 years of experience in the finance industry.
Gregory McMullen (CRD# 4197141) is an Investment Advisor Representative working at Concourse Financial Group Advisors in San Diego, CA and has over 23 years of experience in the finance industry.
Ricky McQuiston (CRD# 1044574) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Birmingham, AL and has over 23 years of experience in the finance industry.
Harold Miller (CRD# 4214267) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Birmingham, AL and has over 23 years of experience in the finance industry.
Laura Miller (CRD# 1558203) 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.
Brent Mitcham (CRD# 6442522) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Houston, TX and has over 7 years of experience in the finance industry.
Donald Mitcham (CRD# 1310467) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Houston, TX and has over 39 years of experience in the finance industry.
David Moore (CRD# 6270157) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Marietta, GA and has over 9 years of experience in the finance industry.
Keeley Moore (CRD# 2954454) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Vestavia Hills, AL and has over 26 years of experience in the finance industry.