Damian Jude Dering
Investment adviser representative at Concorde Asset Management, LLC
12 yearsExperience
16 statesRegistered in
ChFC®Designation
$598.4MFirm assets
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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
12 years in the industry.
- Custom Wealth, LLCFeb 2026 to now
- Concorde Asset Management, LLCSep 2014 to now
- Concorde Investment Services, LLCSep 2014 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 16 states (AZ, CA, CO, FL, ID, MA, NC, NM, NV, OK, OR, PA, TX, WA, WI, WY).
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
- 2854253
- Firm CRD
- 140367