Aaron Oborn
Investment adviser representative at Concorde Asset Management, LLC
10 yearsExperience
2 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
10 years in the industry.
- Concorde Asset Management, LLCJan 2026 to now
- Concorde Investment Services, LLCMay 2022 to now
- RemaxOct 2021 to now
- UshaOct 2021 to now
- Concorde Asset ManagementMay 2023 to Jan 2025
- Bangerter Financial Services, Inc.Jun 2022 to Nov 2025
- Wells Fargo Clearing Services, LLCMay 2021 to Nov 2021
- Wells Fargo Bank, NAMar 2021 to Oct 2021
- Yalecrest Capital Management LLCNov 2020 to Mar 2021
- TD Ameritrade, Inc.Jul 2019 to Jan 2021
- TD Ameritrade Investment Management, LLCJul 2019 to Dec 2020
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jun 2019
- Stategic Advisers LLCMar 2016 to Jul 2018
- Fidelity Brokerage Services LLCJul 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (NV, NY).
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
- 6504416
- Firm CRD
- 140367