Advisor at Concorde Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Concorde Asset Management, LLC
Location
Hanford, CA 93230
Credentials
Series 63, Series 65
Industry experience
25 years
Financial planning fixed fees starting at $300; can range up to $25,000 depending on complexity
$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
Representatives may receive commissions as registered representatives of affiliated broker-dealer or insurance agents separately from advisory fees
Financial planning hourly fees $100 to $300 per hour for professionals; $50 to $80 for administrative/support staff
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
Concorde Asset Management, LLC
2022 - Present (4 years)
Concorde Investment Services, LLC
2022 - Present (4 years)
Scf Investment Advisors, Inc
2017 - 2022 (5 years)
Scf Securities, Inc
2017 - 2022 (5 years)
H. Beck, Inc.
2008 - 2017 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Hanford, CA
Avidity Capital
Series 63, Series 65
Hanford, CA
U.S. Bancorp Advisors, LLC
Series 66
Hanford, CA
First Command Advisory Services
Series 63, Series 65
Hanford, CA
Concorde Asset Management, LLC
Series 63, Series 66
Lemoore, CA
Navy Federal Investment Services, LLC
Series 66
Lemoore, CA
Global Retirement Partners LLC
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