Susan
Tackett
Concorde Asset Management, LLC
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About this Advisor
Susan Tackett is a financial advisor based in Visalia, California, working with Concorde Asset Management, LLC. Susan has previously held positions at H. Beck, Inc, Concorde Asset Management, LLC, Scf Securities, Inc, Scf Investment Advisors, Inc, and Concorde Investment Services, LLC. Susan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Colorado, Nebraska, Nevada, Texas, and Washington. Currently, Susan is part of Concorde Asset Management, LLC, which operates out of Visalia, 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
Susan Tackett Work History
Concorde Asset Management, LLC
Concorde Investment Services, LLC
Scf Securities, Inc
Scf Investment Advisors, Inc
H. Beck, Inc
Disclosures
Please visit the SEC profile of Susan Tackett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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