Steven
Erickson
Concorde Asset Management, LLC
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About this Advisor
Steven Erickson is a financial advisor based in Vancouver, Washington, working with Concorde Asset Management, LLC. Steven has previously held positions at Lpl Financial LLC, Concorde Investment Services, LLC, Concorde Asset Management, LLC, International Assets Investment Management, LLC, and International Assets Advisory, LLC. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Idaho, Oregon, Texas, and Washington. Currently, Steven is part of Concorde Asset Management, LLC, which operates out of Vancouver, 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
Steven Erickson Work History
Concorde Investment Services, LLC
Concorde Asset Management, LLC
International Assets Investment Management, LLC
International Assets Advisory, LLC
Lpl Financial LLC
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.
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