Susan Katherine Tackett
Investment adviser representative at Concorde Asset Management, LLC
18 yearsExperience
10 statesRegistered 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
18 years in the industry.
- Concorde Asset Management, LLCAug 2022 to now
- Concorde Investiment Services, LLCAug 2022 to now
- Scf Investment Advisors, IncOct 2017 to Aug 2022
- Scf Securities, IncOct 2017 to Aug 2022
- H. Beck, Inc.Apr 2008 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 10 states (AZ, CA, CO, ID, NC, NE, NV, SC, TX, WA).
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
- 3215726
- Firm CRD
- 140367