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 31 - 40 of 296 top financial advisors.
31
Carlton A. Buckley
CRD#: 5359562
1275 Lake Heathrow Lane, Heathrow, FL 32746

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.

32
Johnathon M. Bunch
CRD#: 5920403
1600 Highway 6, Suite 400, Sugar Land, TX 77478

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.

33
Russell M. Burton
CRD#: 4369950
44539 Sterling Highway, Suite 213, Soldotna, AK 99669

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.

34
Lawrence K. Bushey
CRD#: 2182637
701 E. Santa Clara Street, Suite 30, Ventura, CA 93001

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.

35
Robert A. Bye
CRD#: 4357627
818 Main Avenue, Suite 8, Fargo, ND 58103

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.

36
Samuel A. Capasso
CRD#: 2804156
North Ridgeville, OH

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.

37
Martin J. Carbaugh
CRD#: 4426200
10305 Dawson's Creek Blvd., Suite E, Fort Wayne, IN 46825

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.

38
Christopher D. Carroll
CRD#: 1751417
323 E Main Street, Hendersonville, TN 37075

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.

39
Scott A. Carter
CRD#: 2082750
340 Young Harris Street, Blairsville, GA 30512

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.

40
Monique R. Castillo
CRD#: 5505758
1900 Market Street, 8th Floor, Philadelphia, PA 19103

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.

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