Samuel
Scarpone
Concorde Asset Management, LLC
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About this Advisor
Samuel Scarpone is a financial advisor based in West Linn, Oregon, working with Concorde Asset Management, LLC. Samuel has previously held positions at The Men's Wearhouse, Succession Resource Group, J.P. Morgan Chase Bank, J.P. Morgan Securities LLC, Portland State University, Concorde Investment Services, and Concorde Asset Management. Samuel has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Oregon and Washington. Currently, Samuel is part of Concorde Asset Management, LLC, which operates out of West Linn, Oregon. 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
Samuel Scarpone Work History
Concorde Investment Services
Concorde Asset Management
Jp Morgan Securities LLC
Succession Resource Group
J.P. Morgan Chase Bank
Portland State University
The Men'S Wearhouse
Disclosures
Please visit the SEC profile of Samuel Scarpone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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