Kenan
Kurtz
Concorde Financial Resources
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About this Advisor
Kenan Kurtz is a financial advisor working in North Wilkesboro, North Carolina. Kurtz is on the advisory team at Concorde Financial Resources. Throughout their career, they have worked at Concorde Financial Resources, Unc Chapel Hill, Hops Burger Bar, Mountain Aire Golf Course, Park Vista Restaurant and Public School - Ashe County. Kurtz has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina, Pennsylvania, South Carolina and Texas. Concorde Financial Resources is a financial advisory business based out of North Wilkesboro, NC. The company has just three employees. It handles $174 million in assets among its 478 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm serves one charitable organizations. Of its 478 accounts, 23% are held by high-net-worth clients who have greater than $1 million in investable assets. Concorde Financial Resources provides a few services, including financial planning services, portfolio management for individuals and small businesses and publication of newsletters. Fees charged by financial advisors usually are based on which service is offered. Fees charged by Concorde Financial Resources typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Concorde Financial Resources Brokerage Details
$173,838,655
3
478
$363,679
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Kenan Kurtz Work History
Kenan has been registered as a financial advisor for 0 years.*
Concorde Financial Resources
Hops Burger Bar
Mountain Aire Golf Course
Unc Chapel Hill
Park Vista Restaurant
Public School - Ashe County
*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 Kenan Kurtz 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 Financial Resources
North Wilkesboro, NC
North Wilkesboro, NC
North Wilkesboro, NC
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