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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Simon is a Registered Representative and Investment Advisor Representative with Concorde Asset Management, LLC, a firm with offices in Ann Arbor, MI and San Francisco, CA. Adam Simon has over 10 years of experience in the financial industry, and has a strong background in real estate. He is a Series 63, 65, 7TO and SIE licensed professional. He is also a Director of his father's securities holding company. Prior to joining Concorde Asset Management, Adam Simon worked at Emerson Equity LLC and Realized Financial, Inc.. Adam Simon provides financial planning, portfolio management for businesses and individuals, and selection of other advisers to a diverse client base, including high net worth individuals, corporations, and pension and profit sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Promoter fees from other advisors
1
2
MI
08/15/2024 - Present
Concorde Asset Management, LLC (ANN ARBOR MI)
TX
07/28/2023 - 08/12/2024
REALIZED FINANCIAL, INC. (AUSTIN TX)
CA
04/21/2023 - 08/24/2023
EMERSON EQUITY LLC (SAN MATEO CA)
IA
Issued 09/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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