William
Morrow

Concorde Asset Management, LLC

CRD#836500
Investment Advisor
in San Diego, CA
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About this Advisor

William Morrow is a certified financial planner located in San Diego, California. Currently a registered advisor with Concorde Asset Management, LLC, they have accumulated an impressive 40 years of experience in the financial advisory industry. Morrow holds a Series 63 license, qualifying the advisor as a securities broker. Morrow is registered to act as an advisor in California, Washington and Virginia. Throughout their career, they have worked at Financial Designs, LTD, Independent Financial Group, LLC, Concorde Asset Management, LLC and Concorde Investment Services, LLC. Concorde Asset Management, LLC is located in San Diego, California, and has 35 additional brick-and-mortar locations in the nation. Overall, Concorde Asset Management, LLC oversees $218 million in assets throughout 1,782 client accounts and employs more than 57 people. The amount of assets the firm manages places it among the mid-sized financial advisory firms in the country. The firm manages 1,781 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Concorde Asset Management, LLC offers 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

Series 63, Certified Financial Planner

Years of Experience

40 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

5075 Shoreham Place Suite 200
San Diego, CA 92122

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Concorde Asset Management, LLC Brokerage Details

Total Assets Under Management

$322,628,594

CA Average: $943,424,332
Total Number of Employees

75

CA Average: 21
Total Number of Accounts

2,643

CA Average: 1,586
Average Account Size

$122,069

CA Average: $594,845

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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

William Morrow Work History

William has 40 years of experience.

2018 - Present (1 years)

Concorde Asset Management, LLC

2018 - Present (1 years)

Concorde Investment Services, LLC

2004 - 2018 (14 years)

Independent Financial Group, LLC

1978 - Present (41 years)

Financial Designs, LTD

Disclosures

William Morrow has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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