Terry
Bonnett
Concorde Asset Management, LLC
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About this Advisor
Terry Bonnett is a financial advisor based in Ann Arbor, Michigan, working with Concorde Asset Management, LLC. Terry has previously held positions at Bankers Life & Casualty, Sabbatical & Career Transition, PNC Investments, PNC Bank, The Huntington Investment Company, Concorde Investment Service, LLC, Concorde Asset Management, LLC, and Concorde Investment Services, LLC. Terry has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Indiana and Michigan. Currently, Terry 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
Terry Bonnett Work History
Concorde Investment Services, LLC
Concorde Asset Management, LLC
Concorde Investment Service, LLC
Concorde Asset Management, LLC
The Huntington Investement Company
Pnc Investments
Pnc Bank
Bankers Life & Casualty
Sabbatical & Career Transition
Disclosures
Please visit the SEC profile of Terry Bonnett 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
Ann Arbor, MI
Fort Wayne, IN
Sacramento, CA
San Diego, CA
Hanford, CA
San Francisco, CA
Ann Arbor, MI
Ann Arbor, MI
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