Steven
Erickson
Concorde Asset Management, LLC
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About this Advisor
Steven Erickson is a financial advisor working out of Vancouver, Washington who has 3 years of industry experience. Erickson is currently employed by Concorde Asset Management, LLC. During their career, the advisor has held roles at Lpl Financial LLC, Concorde Investment Services, LLC, Concorde Asset Management, LLC, International Assets Advisory, LLC and International Assets Investment Management, LLC. Erickson has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona, California, Idaho, Oregon, Texas and Washington. Concorde Asset Management, LLC is a financial advisory company headquartered in Livonia, MI. The investment advisory business has offices in 40 locations and a total of 74 financial advisors. It manages $306 million in assets under management across its 2,371 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 2,371 client accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets. Concorde Asset Management, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees are based on which services the firm provides the client. However, fees billed by Concorde Asset Management, LLC most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Concorde Asset Management, LLC Brokerage Details
$305,690,467
74
2,371
$128,929
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
Steven Erickson Work History
Steven has been registered as a financial advisor for 3 years.*
Concorde Investment Services, LLC
Concorde Asset Management, LLC
International Assets Advisory, LLC
International Assets Investment Management, LLC
Lpl Financial LLC
*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 Steven Erickson 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
East Setauket, NY
Livonia, MI
Livonia, MI
Livonia, MI
Livonia, MI
Livonia, MI
East Setauket, NY
Livonia, MI
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