Financial ADVSR advisor directory · SEC adviser records
Concorde Asset Management, LLC financial advisors in San Diego, CA
Every SEC-registered investment adviser representative at a Concorde Asset Management, LLC office in San Diego, A to Z.
The short answer
4 registered advisors work at Concorde Asset Management, LLC in San Diego, out of 75 at the firm nationwide; it ranks number 97 in the city by advisors. 3 list the CFP designation and 4 are also registered broker representatives.
Concorde Asset Management, LLC advisors in San Diego, A to Z
Every Concorde Asset Management, LLC advisor →- Steven I. BalabanCertified Financial Planner · Also a broker rep
- Frank T. KuiperChartered Financial Consultant · Also a broker rep
- William A. MorrowCertified Financial Planner · Also a broker rep
- Forrest J. PadillaCertified Financial Planner · Also a broker rep
Concorde Asset Management, LLC advisors in every city and state →Concorde Asset Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Concorde Asset Management, LLC advisors in other cities
Ann Arbor, MI 36San Francisco, CA 3Kewaskum, WI 2Lawrenceville, GA 2Scottsdale, AZ 2Setauket, NY 2Williston, ND 2Bainbridge Island, WA 1Boca Raton, FL 1Buda, TX 1Columbus, OH 1Elk Grove, CA 1Farmington Hills, MI 1Fort Wayne, IN 1Greenville, DE 1
Other firms in San Diego
All San Diego advisors →LPL Financial LLC 743Wells Fargo Clearing Services, LLC 170Morgan Stanley 150Merrill Lynch, Pierce, Fenner & Smith Incorporated 131UBS Financial Services Inc. 121Strategic Advisers LLC 112Cetera Investment Advisers LLC 107J.P. Morgan Securities LLC 105Park Avenue Securities LLC 71Independent Financial Group, LLC 68Commonwealth Financial Network 62Madison Avenue Securities, LLC 60
Questions
How many financial advisors does Concorde Asset Management, LLC have in San Diego?
4 investment adviser representatives are registered at Concorde Asset Management, LLC offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 75 nationwide. 3 list the CFP designation and 4 are also registered as broker representatives.
Is Concorde Asset Management, LLC one of the largest advisor employers in San Diego?
Concorde Asset Management, LLC ranks number 97 in San Diego by registered advisors; LPL Financial LLC has the most, with 743.
How do I check a Concorde Asset Management, LLC advisor in San Diego?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Concorde Asset Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.