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Firm Information

Concourse Financial Group Securities, Inc. is a corporation formed in July 1984 and headquartered in Birmingham, Alabama. The firm provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and wrap fee programs. It manages approximately $4.37 billion in assets for a variety of client types, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Concourse Financial Group Securities, Inc. is registered with the SEC and in all 50 states and the District of Columbia.

Concourse Financial Group Securities, Inc.

2801 HIGHWAY 280 SOUTH

BIRMINGHAM, AL 35223

$4.37B

Assets Under Management

109 Total Clients

429

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

pension consulting services

Guidance on pension options to ensure a secure financial future.

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

fixed fees

Set rates for specific services, regardless of time or assets managed.

commissions

Earned based on transactions or products sold.

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (48)

CONCOURSE FINANCIAL GROUP SECURITIES, INC. has a total of 48 branch locations across the country.

Advisors at Concourse Financial Group Securities, Inc.

View All 429 Advisors

Florence, AL

Cypress, TX

CFP®, RA

Gulf Shores, AL

View Profile

Paul Wojdylak

Birmingham, AL

View Profile

Donovan Mahlon Zimmerman

Scottsdale, AZ

View Profile

Albert Martin Wisialko

Westwood, MA

Fayette, AL

Fairborn, OH

View All 429 Advisors

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Disclosures

There are 2 public disclosures for Concourse Financial Group Securities, Inc.. Review regulatory record here.

Frequently Asked Questions (24)

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Concourse Financial Group Securities, Inc.

Headquartered in BIRMINGHAM, AL

When are you planning to retire?

Are you with Concourse Financial Group Securities, Inc.?

Are you a financial advisor?

Firm Information

Concourse Financial Group Securities, Inc.

$4.37B

Assets Under Management

109

Total Clients

Total Financial Advisors

Services Offered

financial planning services

pension consulting services

educational seminars & workshops

selection of other advisors

portfolio management for businesses

portfolio management for individuals

Fee Structure

fixed fees

commissions

percentage of assets

Branch Locations (48)

Advisors at Concourse Financial Group Securities, Inc.

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (24)

Helpful Articles

When are you planning to retire?

Are you with Concourse Financial Group Securities, Inc.?

Are you a financial advisor?

Helpful Articles

Concourse Financial Group Securities, Inc.

Headquartered in BIRMINGHAM, AL

When are you planning to retire?

Are you with Concourse Financial Group Securities, Inc.?

Are you a financial advisor?

Firm Information

Concourse Financial Group Securities, Inc.

$4.37B

Assets Under Management

109

Total Clients

Total Financial Advisors

Services Offered

financial planning services

pension consulting services

educational seminars & workshops

selection of other advisors

portfolio management for businesses

portfolio management for individuals

Fee Structure

fixed fees

commissions

percentage of assets

Branch Locations (48)

Advisors at Concourse Financial Group Securities, Inc.

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (24)

What is the firm's name?

What type of entity is CONCOURSE FINANCIAL GROUP ADVISORS?

When was CONCOURSE FINANCIAL GROUP ADVISORS formed?

What services does CONCOURSE FINANCIAL GROUP ADVISORS provide?

Where is CONCOURSE FINANCIAL GROUP ADVISORS' main office located?

What is CONCOURSE FINANCIAL GROUP ADVISORS' website address?

How many licensed agents does CONCOURSE FINANCIAL GROUP ADVISORS have?

How many investment adviser representatives does CONCOURSE FINANCIAL GROUP ADVISORS have?

How many registered representatives does CONCOURSE FINANCIAL GROUP ADVISORS have?

How many investment advisory functions does CONCOURSE FINANCIAL GROUP ADVISORS have?

How many adviser representatives for other investment advisers does CONCOURSE FINANCIAL GROUP ADVISORS have?

How much are CONCOURSE FINANCIAL GROUP ADVISORS' regulatory assets under management?

How many total accounts does CONCOURSE FINANCIAL GROUP ADVISORS manage?

Does CONCOURSE FINANCIAL GROUP ADVISORS offer financial planning services?

Does CONCOURSE FINANCIAL GROUP ADVISORS offer pension consulting services?

Does CONCOURSE FINANCIAL GROUP ADVISORS offer educational seminars?

Does CONCOURSE FINANCIAL GROUP ADVISORS offer selection of other advisers services?

Does CONCOURSE FINANCIAL GROUP ADVISORS offer portfolio management for businesses?

Does CONCOURSE FINANCIAL GROUP ADVISORS offer portfolio management for individuals?

Does CONCOURSE FINANCIAL GROUP ADVISORS offer portfolio management for investment companies?

Does CONCOURSE FINANCIAL GROUP ADVISORS offer portfolio management for pooled investment vehicles?

Does CONCOURSE FINANCIAL GROUP ADVISORS have any regulatory disclosures?

What is CONCOURSE FINANCIAL GROUP ADVISORS' SEC number?

In which states is CONCOURSE FINANCIAL GROUP ADVISORS registered?

Helpful Articles

When are you planning to retire?

Are you with Concourse Financial Group Securities, Inc.?

Are you a financial advisor?

Helpful Articles