CONCORDE FINANCIAL RESOURCES I INC. of YORK, SC is an SEC-registered investment adviser (CRD 117836). Regulatory assets under management: $231.0M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Corporations.
| Name | Role | Location |
|---|---|---|
| Jessica Marie Trunck | CHIEF COMPLIANCE OFFICER | — |
| Mary Catherine Ferguson | PRESIDENT | — |
| FAW JAMES CLAYTON | MANAGING MEMBER; MEMBER / MANAGER; MEMBER / MANAGER/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| SANDERS WADE EARL | MANAGING MEMBER; MEMBER / MANAGER; MEMBER / MANAGER/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| TRUNCK JESSICA MARIE | CHIEF COMPLIANCE OFFICER | — |
| FERGUSON MARY CATHERINE | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; PRESIDENT | — |