Concourse Financial Group Advisors

Concourse Financial Group Advisors (CRD# 15708) is a financial advisory firm headquartered in Birmingham, AL. They manage $4,020,536,897 in 21,163 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,021
    MILLION
  • Total Number of Accounts
    21,163
    ACCOUNTS
  • Average Account Value
    $189,980
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
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 21 - 30 of 296 top financial advisors.
21
Michael P. Black
CRD#: 1083275
4300 N Miller Road, Suite 153, Scottsdale, AZ 85251

Michael Black (CRD# 1083275) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Scottsdale, AZ and has over 41 years of experience in the finance industry.

22
Kenteth J. Blossom
CRD#: 4907344
301 5th Street, Suite 1, Kalona, IA 52247

Kenteth Blossom (CRD# 4907344) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Kalona, IA and has over 18 years of experience in the finance industry.

23
Brady Bohl
CRD#: 6744061
919 South 7th Street, Suite 507, Bismarck, ND 58504

Brady Bohl (CRD# 6744061) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Bismarck, ND and has over 6 years of experience in the finance industry.

24
Aaron M. Bonck
CRD#: 6234283
9725 3rd Avenue Ne, Suite 610, Seattle, WA 98115

Aaron Bonck (CRD# 6234283) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Seattle, WA and has over 10 years of experience in the finance industry.

25
George W. Boulware
CRD#: 1195653
7242 Old Harding Pike, Nashville, TN 37221

George Boulware (CRD# 1195653) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Nashville, TN and has over 40 years of experience in the finance industry.

26
Martin K. Branch
CRD#: 4048463
2127 Executive Park Drive, Opelika, AL 36801

Martin Branch (CRD# 4048463) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Opelika, AL and has over 24 years of experience in the finance industry.

27
Earl J. Breaux
CRD#: 2290572
Baton Rouge, LA

Earl Breaux (CRD# 2290572) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Baton Rouge, LA and has 1 year of experience in the finance industry.

28
Kurt R. Britnell
CRD#: 2029749
3985 Pine Lane Se, Bessemer, AL 35022

Kurt Britnell (CRD# 2029749) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Bessemer, AL and has over 34 years of experience in the finance industry.

29
Brady Broussard
CRD#: 1279067
1720 Kaliste Saloom, Suite D-9, Lafayette, LA 70508

Brady Broussard (CRD# 1279067) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Lafayette, LA and has over 26 years of experience in the finance industry.

30
Steven R. Brunk
CRD#: 2820446
205 A South Liberty Street, Harrisonburg, VA 22801

Steven Brunk (CRD# 2820446) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Harrisonburg, VA and has over 27 years of experience in the finance industry.

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