Joshua Goodridge
Investment adviser representative at Concorde Asset Management, LLC
8 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
8 years in the industry.
- Concorde Asset Management, LLCNov 2024 to now
- Concorde Investment Services, LLCNov 2024 to now
- Alliance One Investment'sApr 2024 to Nov 2024
- Brighthouse FinancialJun 2022 to Mar 2024
- Ameriprise Financial Services, LLCAug 2021 to Jun 2022
- Cuna Brokerage Services, IncMay 2016 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (MI, SC).
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
- 6655425
- Firm CRD
- 140367