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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| 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 |
- CA
- TX
-
Total Assets Under Management306MILLIONS
-
Total Number of Accounts2,371ACCOUNTS
-
Average Account Value$128,929
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
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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