Laura
Jocius
Concorde Asset Management, LLC
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About this Advisor
Laura Jocius is a financial advisor based in Ann Arbor, Michigan, working with Concorde Asset Management, LLC. Laura has previously held positions at Tada Wealth Advisors, Steinberg Financial, Concorde Investment Services, LLC, and Concorde Asset Management, LLC. Laura has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Laura is part of Concorde Asset Management, LLC, which operates out of Ann Arbor, Michigan. 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
Laura Jocius Work History
Concorde Asset Management, LLC
Concorde Investment Services, LLC
Tada Wealth Advisors
Steinberg Financial
Disclosures
Please visit the SEC profile of Laura Jocius 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
Hanford, CA
Ann Arbor, MI
Sacramento, CA
Fort Wayne, IN
San Diego, CA
San Francisco, CA
Ann Arbor, MI
Ann Arbor, MI
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