Young
Rah

Concorde Asset Management, LLC

CRD#4971639
Investment Advisor
in Livonia, MI

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About this Advisor

Young Rah is a financial advisor who works in Livonia, Michigan with 1 year of relevant experience. Rah is on the advisory team at Concorde Asset Management, LLC. Their career trajectory has included roles at Pruco Securities LLC, The Prudential Insurance Company Of America, Emp Financial Network, Inc, Ameritas Investment Company, LLC, Ameritas Advisory Services, LLC, Concorde Investment Services, LLC, Concorde Asset Management, LLC and Ameritas Life Insurance Company. Rah maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in California. Concorde Asset Management, LLC is a financial advisory company operating out of Livonia, MI. The company has offices in 40 locations and a total of 74 people on staff. It administers $306 million in total assets across its 2,371 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 2,371 accounts, just 2% belong to high-net-worth investors who have greater than $1 million in investable assets. Concorde Asset Management, LLC provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees largely vary depending on which services are offered. However, fees billed by Concorde Asset Management, LLC can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

19500 Victor Parkway Suite 550
Livonia, MI 48152

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Concorde Asset Management, LLC Brokerage Details

Total Assets Under Management

$305,690,467

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

74

MI Average: 21
Total Number of Accounts

2,371

MI Average: 1,586
Average Account Size

$128,929

MI Average: $594,845

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

Young Rah Work History

Young has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Concorde Investment Services, LLC

2022 - Present (2 years)

Concorde Asset Management, LLC

2021 - Present (3 years)

Emp Financial Network, Inc

2021 - 2022 (1 year)

Ameritas Investment Company, LLC

2021 - 2022 (1 year)

Ameritas Advisory Services, LLC

2021 - 2022 (1 year)

Ameritas Life Insurance Company

2006 - 2020 (14 years)

Pruco Securities LLC

2006 - 2020 (14 years)

The Prudential Insurance Company Of America

*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 Young Rah 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

Myron Erstad
Livonia, MI
Stephen Jackson
Livonia, MI
Joseph Levy
East Setauket, NY
Danielle Delongchamp
Livonia, MI
Kimberlee Levy
Livonia, MI
Terry Bonnett
Livonia, MI
Steven Erickson
Vancouver, WA
Amy Leeds
East Setauket, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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