linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kyla Michael McMoran

Concorde Asset Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kyla? Claim Your Profile

About Kyla Michael McMoran

Kyla McMoran is an investment advisor representative at Concorde Asset Management, LLC. Kyla is registered with the state of Oklahoma and has been in the securities industry since 2020. Kyla specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Kyla also serves as a director for Bravest Wealth Management, a DBA for securities, investments and retirement planning. Kyla is dedicated to providing her clients with personalized financial advice and guidance.

Firm Information

Kyla McMoran is currently registered with Concorde Asset Management, LLC. Concorde Asset Management, LLC is an investment advisory firm headquartered in Ann Arbor, MI. The firm provides financial planning, pension consulting, and portfolio management services to individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations. They manage approximately $395 million in assets for over 2,500 clients.
Concorde Asset Management, LLC

3909 RESEARCH PARK DRIVE

ANN ARBOR, MI 48108

$395.11M

Assets Under Management

1,327

Total Clients

78

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Promoter fees from other advisors

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kyla McMoran’s Registration & Firm History

OK

11/12/2021 - Present

Concorde Asset Management, LLC (Noble OK)

Not sure if Kyla Michael McMoran is right for you?

Licenses & Designations

IA

Issued 10/02/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/20/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/29/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/26/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Kyla Michael McMoran. Review regulatory record here.
Not sure if Kyla Michael McMoran is right for you?