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
Kevin Kusak (CRD# 4829510) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Cypress, TX and has over 19 years of experience in the finance industry.
Edward Laders (CRD# 1014217) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Pittsford, NY and has over 35 years of experience in the finance industry.
Julien Lahiere (CRD# 2587449) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Huntsville, AL and has over 29 years of experience in the finance industry.
Shane Landis (CRD# 6461344) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Ephrata, PA and has over 9 years of experience in the finance industry.
Douglas Larson (CRD# 4367220) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Elkhorn, NE and has over 24 years of experience in the finance industry.
Robin Lawson (CRD# 2444507) is an Investment Advisor Representative working at Concourse Financial Group Advisors in La Grange, KY and has over 30 years of experience in the finance industry.
Samuel Lechleiter (CRD# 2501336) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Franklin, TN and has over 29 years of experience in the finance industry.
Dennis Lefevre (CRD# 4383847) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Woodland Park, CO and has over 23 years of experience in the finance industry.
Rick Lengacher (CRD# 4430762) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Goshen, IN and has over 22 years of experience in the finance industry.
Jason Lippeatt (CRD# 3035644) 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.