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
Kenneth Davis (CRD# 5628888) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Florence, AL and has over 15 years of experience in the finance industry.
S Davis (CRD# 2275240) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Davidson, NC and has over 31 years of experience in the finance industry.
Jennifer Dillee (CRD# 3082282) is an Investment Advisor Representative working at Concourse Financial Group Advisors in The Woodlands, TX and has over 25 years of experience in the finance industry.
John Dimarzio (CRD# 2860654) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Southhampton, PA and has over 27 years of experience in the finance industry.
Brian Dobisch (CRD# 4283790) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Southhampton, PA and has over 23 years of experience in the finance industry.
Christy Downs (CRD# 5601202) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Valencia, CA and has over 15 years of experience in the finance industry.
Lauren Drapeau (CRD# 4583713) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Rocky Hill, CT and has over 21 years of experience in the finance industry.
Albert Ellison (CRD# 3174386) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Birmingham, AL and has over 25 years of experience in the finance industry.
Mark Epp (CRD# 4291410) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Shreveport, LA and has over 23 years of experience in the finance industry.
Gary Eschels (CRD# 1204018) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Birmingham, MI and has over 39 years of experience in the finance industry.