Preston
Mokris
Concorde Asset Management, LLC
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About this Advisor
Preston Mokris is a financial advisor based in Ann Arbor, Michigan, working with Concorde Asset Management, LLC. Preston has previously held positions at Prospera Financial Services, Concorde Investment Services, LLC, and Concorde Asset Management, LLC. Preston has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Preston 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
Preston Mokris Work History
Concorde Investment Services, LLC
Concorde Asset Management, LLC
Prospera Financial Services
Disclosures
Please visit the SEC profile of Preston Mokris 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
Sacramento, CA
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Ann Arbor, MI
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Ann Arbor, MI
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