Michael
Prince
Concorde Asset Management, LLC
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About this Advisor
Michael Prince is a financial advisor based in San Diego, California with 5 years of relevant experience. Prince works at Concorde Asset Management, LLC. Their career trajectory has included roles at Axa Advisor, LLC and Independent Financial Group. Prince holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California, Michigan and Washington. Concorde Asset Management, LLC is an advisory company operating out of Livonia, MI. It has offices in 40 locations and a total of 74 financial advisors. It oversees $306 million in assets among its 2,371 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 2,371 customer accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets. Concorde Asset Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees typically depend on which service is provided. Fee types billed by Concorde Asset Management, LLC can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Concorde Asset Management, LLC Brokerage Details
$305,690,467
74
2,371
$128,929
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
Michael Prince Work History
Michael has been registered as a financial advisor for 5 years.*
Independent Financial Group
Axa Advisor, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Prince 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
Livonia, MI
Livonia, MI
Livonia, MI
East Setauket, NY
Livonia, MI
Livonia, MI
Livonia, MI
Livonia, MI
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
