Concorde Asset Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Frank Kuiper is an advisor who is based in San Diego, California. Currently a registered investment advisor with Concorde Asset Management, LLC, they have accrued 11 years of practice as a registered investment advisor. Kuiper holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Kuiper is able to act as a financial advisor based out of California and Colorado. Over the course of their career, they have held roles at Heritage Wealth Management, LLC, Wfg Investments Inc, Independent Financial Group and Financial Designs LTD. Concorde Asset Management, LLC is located in San Diego, California, and has 35 additional offices across the country. As a company, Concorde Asset Management, LLC manages $218 million in assets across 1,782 accounts and employs more than 57 people. The amount of assets the firm manages places it among the mid-sized investment advisory firms in the country. The firm manages 1,781 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 1% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Concorde Asset Management, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Concorde Asset Management, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Frank Kuiper Work History
Frank has 11 years of experience.
Independent Financial Group
Financial Designs LTD
Wfg Investments Inc
Heritage Wealth Management, LLC
Frank Kuiper has disclosures.
Please visit their SEC profile for more details.