Andre Ramirez
Investment adviser representative at Concorde Asset Management, LLC
10 yearsExperience
6 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.
- 1031 Securities IncDec 2025 to now
- Concorde Asset Management, LLCApr 2021 to now
- World Financial GroupMay 2018 to now
- Concorde Investment Services, LLCApr 2021 to Dec 2025
- Scf Investment Advisors, Inc.Dec 2020 to Apr 2021
- Scf Securities, Inc.Dec 2020 to Apr 2021
- NowcomFeb 2020 to Mar 2020
- Lululemon AthleticaOct 2018 to Jan 2020
- Los Angeles KingsAug 2017 to Aug 2019
- San Francisco GiantsJul 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 6 states (AZ, CA, CO, NV, TX, WI).
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
- 7291109
- Firm CRD
- 140367