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Cary Stephen Bennett

Concourse Financial Group Securities, Inc.

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About Cary Stephen Bennett

Cary Bennett is a financial professional with over 20 years of experience in the financial services industry. Cary is a registered representative and investment adviser representative with Concourse Financial Group Securities, Inc. Cary specializes in providing financial planning, portfolio management, and insurance services to individuals and businesses. Cary is dedicated to helping clients achieve their financial goals and providing personalized guidance. Cary is committed to providing clients with the highest level of service and support.

Firm Information

Cary Bennett is currently registered with Concourse Financial Group Securities, Inc.. 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Cary Bennett’s Registration & Firm History

GA

11/17/2014 - Present

Concourse Financial Group Securities, Inc. (Blackshear GA)

GA

08/23/2006 - 11/14/2014

METLIFE SECURITIES INC. (BLACKSHEAR GA)

GA

08/23/2006 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (ALMA GA)

MS

03/15/2000 - 08/22/2006

SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC. (JACKSON MS)

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Licenses & Designations

IA

Issued 05/10/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/01/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cary Stephen Bennett.
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