Lauri Ranae Grovich
Investment adviser representative at Concorde Asset Management, LLC
19 yearsExperience
1 stateRegistered in
$598.4MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Concorde Asset Management, LLCJan 2024 to now
- Concorde Asset Managment, LLCJan 2024 to now
- Concorde Investment Services, LLCJan 2024 to now
- LPL Financial, LLCApr 2019 to Dec 2023
- UnemployedApr 2018 to Apr 2019
- Voya Financial Advisors, Inc.Oct 2017 to Apr 2018
- UnemployedFeb 2007 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Concorde Asset Management, LLC
$598.4MAssets managed
3,705Clients
79Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2415173
- Firm CRD
- 140367