Steven
Erickson

Concorde Asset Management, LLC

CRD#4400791
Investment Advisor
in Vancouver, WA

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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

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

201 Ne Park Plaza Drive Suite 200
Vancouver, WA 98684

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Concorde Asset Management, LLC Brokerage Details

Total Assets Under Management

$395,111,243

WA Average: $943,424,332
Total Number of Employees

82

WA Average: 21
Total Number of Accounts

2,510

WA Average: 1,586
Average Account Size

$157,415

WA Average: $594,845

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

2020 - Present (4 years)

Concorde Investment Services, LLC

2020 - Present (4 years)

Concorde Asset Management, LLC

2019 - 2020 (1 year)

International Assets Investment Management, LLC

2019 - 2020 (1 year)

International Assets Advisory, LLC

2012 - 2018 (6 years)

Lpl Financial LLC

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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

Matthew Kredit
Hanford, CA
Justin Kiehne
Ann Arbor, MI
Eric Barbarita
San Diego, CA
Erica Traulsen
Sacramento, CA
Josiah Lederman
Fort Wayne, IN
Robin Edgar
Ann Arbor, MI
Jasmine Jordan
Ann Arbor, MI
Rikki Foster
Roseville, CA

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