Mcclain Trost Marks
Investment adviser representative at Concorde Asset Management, LLC
10 yearsExperience
1 stateRegistered 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, LLCAug 2023 to now
- Concorde Investment Services, LLCMar 2023 to now
- Sequent Real Estate + Wealth ManagementAug 2021 to now
- Sodoi Coffee Tasting HouseJan 2018 to Apr 2018
- University of CaliforniaAug 2016 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7401286
- Firm CRD
- 140367