AR
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Andre Ramirez

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
75 advisors
Number of Clients
3,253 clients
Average Client Portfolio
$151K average
Assets Under Management
$489.9M

Fee Structure

Minimum Investment:$20K
Financial Planning:Investment management only
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Location

3909 Research Park Drive, Suite 200, Ann Arbor, MI, 48108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Andre is an independent contractor for World Financial Group selling fixed insurance products and also works with Transamerica, Nationwide, and Pacific Life selling fixed/indexed life insurance. He also works for Concorde Asset Management soliciting advisory services and acts as a referral agent for Student Optimum Service, while dedicating about 10-20% of his time to Centurion Strategic Advisors for marketing Concorde investment services.

Employment History
Current Registrations
Concorde Asset Management, LLC
April 2021 - Present · 4 yrs 10 mos
Concorde Investment Services, LLC
April 2021 - Present · 4 yrs 10 mos
Concorde Investment Services, LLCBroker
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Scf Investment Advisors, INC.
December 2020 - April 2021 · 4 mos
Scf Securities, INC.Broker
December 2020 - April 2021 · 4 mos
Packerland Brokerage Services, INC.
October 2020 - December 2020 · 2 mos
Packerland Brokerage Services, INC.Broker
September 2020 - December 2020 · 3 mos
State Registrations7 states
AZCACOMNNVTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.