CONCOURSE FINANCIAL GROUP

concourse-financial-group-logo

Concourse Financial Group offers an innovative approach to holistic insurance and financial planning support.

#People #More

CONCOURSE FINANCIAL GROUP

Social Links:

Industry:
Financial Services

Address:
Birmingham, Alabama, United States

Country:
United States

Total Employee:
251+

Status:
Active

Contact:
(833) 504-1774


Current Employees Featured

doyle-williams_image

Doyle Williams
Doyle Williams Chief Executive Officer @ Concourse Financial Group
Chief Executive Officer
2021-07-01

More informations about "Concourse Financial Group"

Protective Announces Agreements to Sell Concourse Financial โ€ฆ

Oct 8, 2024 Protective enters into asset purchase agreement with Cetera Financial Group for Concourse Financial Group Securities, Inc. Protective enters into stock purchase agreement โ€ฆSee details»

Simplicity Acquires Concourse Financial Group Agency โ€ฆ

Oct 8, 2024 /PRNewswire/ -- Simplicity Group Holdings, Inc. ("Simplicity"), a leading financial products distribution firm, today announced it has acquired Concourse...See details»

Concourse Financial

We would like to show you a description here but the site wonโ€™t allow us.See details»

Concourse to Cetera transition - everence.com

Nov 27, 2024 Stay informed about the upcoming transition of Everence® financial professionals to Cetera Advisor Networks, following the acquisition of Concourse Financial Group by Cetera โ€ฆSee details»

Press Room Detail | Cetera

Feb 26, 2025 More than $12 billion in AUA and $4 billion in AUM now part of Cetera SAN DIEGO, Feb. 26, 2025 /PRNewswire/ -- Cetera Financial Group, the premier financial advisor Wealth Hub, successfully closed its asset acquisition โ€ฆSee details»

Cetera Welcomes Concourse Financial Group to Its Family

Feb 26, 2025 Cetera Financial Group successfully closes acquisition of Concourse Financial Group Securities, strengthening its position in the wealth management industry.See details»

Concourse Financial Group - Crunchbase Company โ€ฆ

Concourse Financial Group offers an innovative approach to holistic insurance and financial planning support.See details»

Concourse Financial Group: Revenue, Worth, Valuation

About Concourse Financial Group Focused on modern challenges in the Finance ecosystem, Concourse Financial Group delivers solutions that scale with demand and customer โ€ฆSee details»

Cetera Closes Acquisition of $16 Billion Concourse โ€ฆ

Feb 27, 2025 Cetera Financial Group has closed its asset acquisition of Concourse Financial Group Securities, Inc., or CFGS. Approximately 350 financial professionals with CFGS overseeing more than $12 billion in assets โ€ฆSee details»

Simplicity Acquires Concourse Financial Group Agency from โ€ฆ

SUMMIT, N.J., Oct. 8, 2024 /PRNewswire/ -- Simplicity Group Holdings, Inc. ("Simplicity"), a leading financial products distribution firm, today announced it has acquired Concourse โ€ฆSee details»

Concourse Financial Group Securities Inc - Bloomberg.com

Company profile page for Concourse Financial Group Securities Inc including stock price, company news, executives, board members, and contact informationSee details»

Cetera Closes Acquisition of Concourse Financial Group Securities, โ€ฆ

Feb 26, 2025 "In Cetera Wealth Partners, the Concourse team joins a group of like-minded financial professionals focused on serving clients first while strategically growing their business โ€ฆSee details»

Concourse Financial Group company information, funding

Concourse Financial Group, values driven organization committed to โ€œworld class service with southern hospitality®. Here you'll find information about their funding, investors and team.See details»

Protective Life Launches Concourse Financial Group, Bringing โ€ฆ

Jun 8, 2021 Protective Life Corporation (Protective), a wholly owned U.S. subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), today announced the launch of Concourse Financial Group โ€ฆSee details»

Protective Completes Sales of Concourse Financial Group โ€ฆ

Feb 26, 2025 Protective closes asset purchase agreement with Cetera Financial Group for Concourse Financial Group Securities, Inc. Protective closes stock purchase agreement with โ€ฆSee details»

Concourse Financial Group - Leadership Team | The Org

The Leadership Team at Concourse Financial Group is responsible for setting the strategic direction and vision of the company, ensuring alignment with its mission to support financial โ€ฆSee details»

Protective Announces Agreements to Sell Concourse Financial โ€ฆ

Oct 16, 2024 BIRMINGHAM, Ala.โ€“(BUSINESS WIRE)โ€“Protective Life Corporation (Protective), a U.S. subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), today announced it has reached โ€ฆSee details»

Cetera Announces Agreement with Protective Life to Acquire โ€ฆ

SAN DIEGO, Oct. 8, 2024 /PRNewswire/ -- Cetera Financial Group, the premier financial advisor Wealth Hub, announced today that it has entered into a definitive agreement to acquire, via โ€ฆSee details»

Our Story - Learn About WFG | World Financial Group

For more than 20 years, WFG has provided financial services to individuals and families across North America. Learn more about our agents, leadership & culture.See details»

Protective Life Launches Concourse Financial Group, Bringing โ€ฆ

Jun 8, 2021 The move will create a unified organization consisting of Protectiveโ€™s insurance and financial planning affiliates โ€“ ProEquities, a leading independent broker-dealer and RIA; First โ€ฆSee details»