Richard
Gann
Concorde Asset Management, LLC
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About this Advisor
Richard Gann is a financial advisor based in Bellevue, Washington, working with Concorde Asset Management, LLC. Richard has previously held positions at Steadfast Capital Markets Group, LLC, Steadfast Companies, Avian Capital Markets, LLC, Dfpg Investments, Inc, Concorde Investment Services, LLC, Concorde Asset Management, LLC, Stira Alcenta Global Credit Fund, and Stira Capital Markets Group, LLC. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Oregon. Currently, Richard is part of Concorde Asset Management, LLC, which operates out of Bellevue, Washington. 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
Richard Gann Work History
Concorde Investment Services, LLC
Concorde Asset Management, LLC
Dfpg Investments, Inc
Stira Capital Markets Group, LLC
Stira Alcenta Global Credit Fund
Avian Capital Markets, LLC
Steadfast Capital Markets Group, LLC
Steadfast Companies
Disclosures
Please visit the SEC profile of Richard Gann 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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