Johnny Borrelli, financial advisor Plano TX

Johnny Borrelli

CRD Number: 6788697
Current Firm: Concorde Asset Management, LLC

Johnny Borrelli (CRD# 6788697) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Plano, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Concorde Asset Management Livonia, MI May 2023 - Current < 1
Coordinated Concepts, LLC Roseville, CA Nov 2020 - Current 2
Concorde Investment Services, LLC Livonia, MI Oct 2020 - Current 2
Highland Partners Piedmont, CA Oct 2020 - Current 2
Bangerter Financial Services, Inc. Roseville, CA Nov 2020 - May 2023 2
Eagle Strategies LLC Woodland Hills, CA Nov 2018 - Nov 2020 2
Nylife Securities LLC Woodland Hills, CA Oct 2018 - Nov 2020 2
New York Life Insurance Company Woodland Hills, CA Sep 2018 - Oct 2020 2
Mckeown Law, LLP San Diego, CA Jun 2020 - Sep 2020 < 1
Centaurus Financial, Inc. Canoga Park, CA Dec 2017 - Sep 2018 < 1
Centaurus Financial, Inc. Canoga Park, CA Jul 2017 - Sep 2018 1
Us Bank Stevenson Ranch, CA Nov 2014 - Oct 2017 2
City Of Santa Clarita Valencia, CA May 2012 - Nov 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2017
Contact Info for Johnny Borrelli
Phone Number: 248-824-6710
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    306
    MILLIONS
  • Total Number of Accounts
    2,371
    ACCOUNTS
  • Average Account Value
    $128,929
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

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