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
Joshua Gummo (CRD# 6413815) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Souderton, PA and has over 9 years of experience in the finance industry.
Jason Gutcheon (CRD# 2155785) is an Investment Advisor Representative working at Concourse Financial Group Advisors in West Hartford, CT and has over 24 years of experience in the finance industry.
Glen Hackney (CRD# 5767115) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Birmingham, AL and has over 9 years of experience in the finance industry.
Daniel Haddad (CRD# 3208995) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Ferndale, MI and has over 25 years of experience in the finance industry.
Alan Hagopian (CRD# 2237098) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Gainesville, FL and has over 31 years of experience in the finance industry.
Bobby Hailey (CRD# 5736735) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Birmingham, AL and has over 14 years of experience in the finance industry.
Victoria Hale (CRD# 2488474) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Birmingham, AL and has over 29 years of experience in the finance industry.
David Hallmark (CRD# 5332955) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Pulaski, TN and has over 16 years of experience in the finance industry.
David Hamilton (CRD# 2006576) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Mechanicsburg, PA and has over 34 years of experience in the finance industry.
Stephen Hamilton (CRD# 5052791) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Paducah, KY and has over 18 years of experience in the finance industry.