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
Wayne Christ (CRD# 1022236) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Ankeny, IA and has over 42 years of experience in the finance industry.
John Clark (CRD# 3099803) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Gibbsboro, NJ and has over 25 years of experience in the finance industry.
Stephen Close (CRD# 3241129) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Las Vegas, NV and has over 24 years of experience in the finance industry.
William Conerly (CRD# 2262031) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Brandon, MS and has over 31 years of experience in the finance industry.
Thomas Conneran (CRD# 4367748) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Andover, MN and has over 22 years of experience in the finance industry.
Terry Cooper (CRD# 5561215) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Cumming, GA and has over 15 years of experience in the finance industry.
Robert Crews (CRD# 6497341) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Heathrow, FL and has over 8 years of experience in the finance industry.
George Crim (CRD# 1884689) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Steubenville, OH and has over 31 years of experience in the finance industry.
Michael Davenport (CRD# 5801473) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Birmingham, AL and has over 12 years of experience in the finance industry.
Kenneth Davis (CRD# 1421199) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Davidson, NC and has over 38 years of experience in the finance industry.