Jeffrey
Bangerter
Concorde Asset Management, LLC
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About this Advisor
Jeffrey Bangerter is a financial advisor based in Roseville, California, working with Concorde Asset Management, LLC. Jeffrey has previously held positions at Global Financial Private Capital, LLC, Dfpg Investments, Inc, Bangerter Financial Services, Inc, High Tech Lending, Coordinated Concepts, LLC, Berthel Fisher & Company Financial Services, Inc, Rare Coins Of New Hampshire, Concorde Investment Service, LLC, Mid Valley Funding, Concorde Asset Management, LLC, Aacadia Payments, LLC, Coordinated Energy Concepts, LLC, Coordinated Concepts Insurance Services, LLC, Concorde Insurance Agency Inc, Jeffrey Bangerter Internet Marketing, Mid Valley Mortgage, Bangerter Financial Strategies, LLC, and Mid Valley Real Estate. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Arkansas, California, Florida, Missouri, Nevada, Texas, and Utah. Currently, Jeffrey is part of Concorde Asset Management, LLC, which operates out of Roseville, California. The firm has 40 offices and 82 employees. The firm manages assets totaling $395.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Concorde Asset Management, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Concorde Asset Management, LLC Brokerage Details
$395,111,243
82
2,510
$157,415
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jeffrey Bangerter Work History
Bangerter Financial Strategies, LLC
Concorde Asset Management, LLC
Mid Valley Mortgage
Mid Valley Real Estate
Mid Valley Funding
Coordinated Energy Concepts, LLC
Aacadia Payments, LLC
Concorde Investment Service, LLC
Concorde Insurance Agency Inc
Rare Coins Of New Hampshire
Jeffrey Bangerter Internet Marketing
Bangerter Financial Services, Inc
Coordinated Concepts, LLC
Coordinated Concepts Insurance Services, LLC
Berthel Fisher & Company Financial Services, Inc
Dfpg Investments, Inc
High Tech Lending
Global Financial Private Capital, LLC
Disclosures
Please visit the SEC profile of Jeffrey Bangerter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Concorde Asset Management, LLC
San Diego, CA
Ann Arbor, MI
Fort Wayne, IN
Hanford, CA
Sacramento, CA
Ann Arbor, MI
San Francisco, CA
Ann Arbor, MI
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