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
Kerry Evert (CRD# 2282642) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Tyrone, GA and has over 31 years of experience in the finance industry.
Noah Farberow (CRD# 4392102) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Export, PA and has over 22 years of experience in the finance industry.
Ana Fonseca (CRD# 4115463) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Birmingham, AL and has over 24 years of experience in the finance industry.
Neil Fontenot (CRD# 2149902) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Lafayette, LA and has over 15 years of experience in the finance industry.
John Foshee (CRD# 1739534) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Birmingham, AL and has over 32 years of experience in the finance industry.
Keith Foster (CRD# 4202086) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Bessemer, AL and has over 23 years of experience in the finance industry.
Michael Franklin (CRD# 2539253) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Huntsville, TX and has over 29 years of experience in the finance industry.
Francis Gargano (CRD# 2250170) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Springfield, NJ and has over 31 years of experience in the finance industry.
Gerald Gibson (CRD# 2658564) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Mandeville, LA and has over 28 years of experience in the finance industry.
Lee Gibson (CRD# 5951783) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Houston, TX and has over 12 years of experience in the finance industry.