Financial ADVSR advisor directory · SEC adviser records
Concorde Asset Management, LLC financial advisors in California
Every SEC-registered investment adviser representative at a Concorde Asset Management, LLC office in California, by city and A to Z.
The short answer
10 registered advisors work at Concorde Asset Management, LLC in California, out of 75 nationwide; it's the firm's number 2 state by advisors, and the most are in San Diego (4). 3 list the CFP designation and 10 are also registered broker representatives.
Concorde Asset Management, LLC advisors by city in California
Every firm in California →San Diego 4San Francisco 3Kingsburg 1Roseville 1Victorville 1
Concorde Asset Management, LLC advisors in California, A to Z
Search by name →- Steven I. BalabanSan Diego · Certified Financial Planner
- Matthew KreditKingsburg
- Frank T. KuiperSan Diego · Chartered Financial Consultant
- Winnie LiuVictorville · Chartered Financial Analyst
- Jason L. McMurtrySan Francisco
- William A. MorrowSan Diego · Certified Financial Planner
- Benjamin R. OremSan Francisco
- Forrest J. PadillaSan Diego · Certified Financial Planner
- Charles A. StricklerSan Francisco
- Erica M. TraulsenRoseville
Concorde Asset Management, LLC advisors in every state →Concorde Asset Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Concorde Asset Management, LLC in other states
Questions
How many Concorde Asset Management, LLC financial advisors are in California?
10 investment adviser representatives are registered at Concorde Asset Management, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 75 at the firm nationwide. 3 list the CFP designation and 10 are also registered as broker representatives.
Where in California does Concorde Asset Management, LLC have the most advisors?
San Diego, with 4, then San Francisco (3). Concorde Asset Management, LLC has advisors in 5 cities in California.
How do I check a Concorde Asset Management, LLC advisor in California?
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.