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
Donald Atkins (CRD# 2829986) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Spartanburg, SC and has over 27 years of experience in the finance industry.
Timothy Bachmann (CRD# 2365069) is an Investment Advisor Representative working at Concourse Financial Group Advisors in San Anselmo, CA and has over 30 years of experience in the finance industry.
Stephen Bacon (CRD# 2124079) is an Investment Advisor Representative working at Concourse Financial Group Advisors in West Hartford, CT and has over 33 years of experience in the finance industry.
Alfred Baker (CRD# 1035089) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Heathrow, FL and has over 40 years of experience in the finance industry.
Axel Balandrano (CRD# 2894571) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Houston, TX and has over 26 years of experience in the finance industry.
Christopher Bateman (CRD# 6501221) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Idaho Falls, ID and has over 8 years of experience in the finance industry.
Peter Becker (CRD# 5806733) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Seattle, WA and has over 12 years of experience in the finance industry.
Cary Bennett (CRD# 4129026) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Blackshear, GA and has over 23 years of experience in the finance industry.
Floyd Bernard (CRD# 823407) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Baton Rouge, LA and has over 17 years of experience in the finance industry.
Douglas Birch (CRD# 5052024) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Santa Barbara, CA and has over 18 years of experience in the finance industry.