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).
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Total Assets Under Management4,021MILLION
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Total Number of Accounts21,163ACCOUNTS
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Average Account Value$189,980
- 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
Carlton Buckley (CRD# 5359562) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Heathrow, FL and has over 16 years of experience in the finance industry.
Johnathon Bunch (CRD# 5920403) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Sugar Land, TX and has over 11 years of experience in the finance industry.
Russell Burton (CRD# 4369950) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Soldotna, AK and has over 22 years of experience in the finance industry.
Lawrence Bushey (CRD# 2182637) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Ventura, CA and has over 32 years of experience in the finance industry.
Robert Bye (CRD# 4357627) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Fargo, ND and has over 22 years of experience in the finance industry.
Samuel Capasso (CRD# 2804156) is an Investment Advisor Representative working at Concourse Financial Group Advisors in North Ridgeville, OH and has over 26 years of experience in the finance industry.
Martin Carbaugh (CRD# 4426200) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Fort Wayne, IN and has over 22 years of experience in the finance industry.
Christopher Carroll (CRD# 1751417) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Hendersonville, TN and has over 36 years of experience in the finance industry.
Scott Carter (CRD# 2082750) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Blairsville, GA and has over 31 years of experience in the finance industry.
Monique Castillo (CRD# 5505758) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Philadelphia, PA and has over 15 years of experience in the finance industry.