Danielle Delongchamp (CRD# 4901901) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 12 years of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Concorde Investment Services, LLC | Ann Arbor, MI | Nov 2023 - Current | < 1 |
Concorde Asset Management, LLC | Ann Arbor, MI | Nov 2023 - Current | < 1 |
American Alternative Capital, LLC | Livonia, MI | Jul 2023 - Dec 2023 | < 1 |
American Alternative Capital, LLC | Livonia, MI | Jul 2022 - Nov 2023 | 1 |
Concorde Investment Services, LLC | Livonia, MI | Mar 2021 - Nov 2023 | 2 |
Concorde Asset Management, LLC | Livonia, MI | Mar 2021 - Nov 2023 | 2 |
Concorde Investment Services, LLC | Livonia, MI | Oct 2019 - Mar 2021 | 1 |
Concorde Asset Management, LLC | Livonia, MI | Oct 2019 - Mar 2021 | 1 |
Concorde Asset Management, LLC | Livonia, MI | Feb 2018 - Oct 2019 | 1 |
Concorde Investment Services, LLC | Livonia, MI | Feb 2018 - Oct 2019 | 1 |
Concorde Investment Services, LLC | Livonia, MI | Jan 2017 - Feb 2018 | 1 |
Concorde Asset Management, LLC | Livonia, MI | Jan 2017 - Feb 2018 | 1 |
J.w. Cole Financial Inc. | Tampa, FL | Feb 2015 - Jan 2017 | 1 |
J.w. Cole Advisors, Inc. | Tampa, FL | Feb 2015 - Jan 2017 | 1 |
Parkland Securities | Ann Arbor, MI | Aug 2014 - Jan 2015 | < 1 |
Sigma Financial Corporation | Ann Arbor, MI | Apr 2013 - Jan 2015 | 1 |
Spc | Ann Arbor, MI | Apr 2013 - Jan 2015 | 1 |
Sammons Securities | Ann Arbor, MI | Sep 2013 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2011 |
- MI
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Total Assets Under Management395MILLIONS
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Total Number of Accounts2,510ACCOUNTS
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Average Account Value$157,415
- 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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