Marc
Haiar
Concorde Asset Management, LLC
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About this Advisor
Marc Haiar is a financial advisor based in Ann Arbor, Michigan, working with Concorde Asset Management, LLC. Marc has previously held positions at Securities America, Inc, Securities America Advisors, Inc, Usa Rugby, Ladenburg Thalmann & Co. Inc, Kalos Capital, Inc, Kalos Management, Concorde Investment Services, LLC, and Concorde Asset Management, LLC. Marc has passed the Series 66 regulatory exam and is registered to provide services in Michigan and Nebraska. Currently, Marc 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
Marc Haiar Work History
Concorde Investment Services, LLC
Concorde Asset Management, LLC
Kalos Management
Ladenburg Thalmann & Co. Inc
Kalos Capital, Inc
Usa Rugby
Securities America Advisors, Inc
Securities America, Inc
Disclosures
Please visit the SEC profile of Marc Haiar 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
San Diego, CA
Ann Arbor, MI
Hanford, CA
Fort Wayne, IN
Sacramento, CA
Ann Arbor, MI
Ann Arbor, MI
Roseville, CA
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