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Gary Glover

Advisor at Concorde Asset Management, LLC

Updated today
Concorde Asset Management, LLC logo

Firm

Concorde Asset Management, LLC

Location

Lawrenceville, GA

Credentials

Series 63, Series 65

Industry experience

38 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Financial planning fixed fees starting at $300; can range up to $25,000 depending on complexity

Percentage

$0+: Typically 1% to 2% (negotiable, blended rate possible based on asset allocation) $0 - $1,000,000: 0.15% platform fee $1,000,001 - $2,000,000: 0.13% platform fee $2,000,001 - $5,000,000: 0.12% platform fee $5,000,001 - $10,000,000: 0.10% platform fee $10,000,001+: 0.10% platform fee

Commissions

Representatives may receive commissions as registered representatives of affiliated broker-dealer or insurance agents separately from advisory fees

Project-based

Financial planning hourly fees $100 to $300 per hour for professionals; $50 to $80 for administrative/support staff

Other

Minimum fee: Financial planning fixed fee minimum $300 Fee-only: Financial planning fees charged on hourly or fixed fee basis; hourly rates $100-$300 (financial professionals), $50-$80 (support staff); fixed fees range $300 to $25,000

Work history

Concorde Asset Management, LLC

2016 - Present (10 years)

Concorde Investment Services, LLC

2016 - Present (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jovan J

CFP®, CPA, PFS™

Dacula, GA

Piece of Wealth Planning LLC

I am an Atlanta native and the founder and Co-Owner of Piece of Wealth Planning LLC. I have over 10 years of experience working in various accounting and financial planning roles. Piece of Wealth Planning LLC is a premier Atlanta-based CPA and Financial Planning firm serving clients across the US. My role entails providing accounting and tax services to small businesses and personal financial planning services to small business owners, medical professionals, and established professionals. I enjoy blending my passion for accounting and financial planning to help clients fulfill both their business and personal financial goals. In addition, I enjoy writing personal finance articles for Business Insider and teaching accounting courses part-time at Clark Atlanta University. When not working with clients, I can be found traveling, eating brunch, volunteering in the community, working out at the gym, or playing tennis.

Business ownership considerations Doctor or Medical Professional Founder/Business Owner Gen Y/Millennials (Born 1980-1995)

Ian C

Series 66

Dacula, GA

Edward Jones

Retirement income strategy Divorce financial planning General estate planning guidance Charitable giving & philanthropy ESG / Sustainable investing Religious/faith focused

Jordan G

Series 66

Tucker, GA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance

Tyler L

CFP®, Series 66

Shoreline, WA

Fidelity

Tyler Legault is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2020, progressing from Financial Representative to Investment Consultant before his current position. Tyler works with a diverse clientele including retirees, young professionals, and widows or widowers. His approach focuses on building confidence in financial plans to help clients navigate changing lifestyles and economic conditions. Tyler emphasizes the use of visual tools to educate clients, aiming to help them stay focused and organized during regular check-ins and plan reviews. He holds a California Insurance License, supporting his ability to advise on insurance matters. Outside of his professional responsibilities, Tyler has interests in baseball, football, movies, pets, traveling, and volunteering.

General retirement planning Retirement income strategy Income planning Roth conversion strategy Retired Young Professionals Widow/Widower

Johnathan C

Series 66

Tucker, GA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer

Paul F

Series 63, Series 66

Johns Creek, GA

Fidelity

Paul Fragakis is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He began his career in financial services in 1986 as a financial adviser with Paine Webber. Over the years, he has held roles at several firms including Oppenheimer & Co, Bear Stearns, First American Capital, T3 Trading, and Merrill Lynch. His professional experience encompasses advanced financial planning, working closely with families to develop detailed financial plans and implement strategies aligned with their goals. His work focuses on helping clients pursue their financial objectives through comprehensive planning. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

General retirement planning Income planning Wealth management Cash flow / budgeting
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