Concourse Financial Group provides investment services, financial planning, insurance services, fixed income solutions, and practice management.

Concourse Financial Group

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Owner

Ali Marangoni

President, Insurance Solutions

Brad Mendenhall

Chris Frate

President, Investment Solutions

Libet Anderson

Chairman/ CEO

Steve MacNamee

Sales and Support

David Ray

AVP Account Management, Training, and Marketing

Rachel Smith

Finance and Administration

Drew Davenport

Business Management

Eric Perich

Regional Director

Eugene Fetter

David Perry

Chief Executive Officer

Acquired Birmingham Companies

Financial Services Acquired Companies With More Than 10 Employees

Birmingham Companies

United States Acquired Companies With More Than 100 Employees (Top 10K)

Concourse Financial Group offers an innovative approach to holistic insurance and financial planning support.

Birmingham

Alabama

United States

North America

Planet Labs PBC (PL) Latest Stock News & Headlines

Protective Announces Agreements to Sell Concourse Financial Group Securities and Concourse Financial Group Agency

Concourse Financial names David Perry CEO

Protective Life, Concourse Financial Group reveal leadership changes

Concourse Financial Group Welcomes Key Group

Concourse Financial Group Securities Taps SmartAsset As First Consumer Prospecting Service

Provides tools and resources to support clients' investment strategies.

Offers technology and specialists for clients' financial planning needs.

Provides solutions from leading insurance carriers and support with product selection and field underwriting.

Offers technology and compliance consulting to identify and implement business growth opportunities.

Buys or sells securities based on client instructions without making investment decisions or managing accounts.

Provides ongoing investment advice and services with a fiduciary duty to act in clients' best interests.

Greece

Europe

India

Asia

Bangladesh

Indonesia

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news impact assignment basic	general
public peers	general	Oct 21, 2024 12:04 PM	306716ad
news daily refresh	general
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news processing basic	general
company summary	general
signals	general	Oct 21, 2024 12:04 PM	b0e6eb5e
crunchbase trigger	general	Nov 22, 2024 7:44 AM	34a1b356
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bundesanzeiger	filings
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private financials	financials

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Concourse Financial Group