Lose money after investing in a GPB Capital Holdings Fund? take action
1.800.931.8452
We can help recover your investment loss. Free consultations, always. CONTACT US

Category Concorde Investment Services

Concorde Investment Services Broker, Mark Huber, Has Two Customer Complaints, Alleging Sales Practice Misconduct

April 13, 2021

Mark Huber (CRD#: 5976354) is a dually registered Investment Advisor and broker at Concorde Investment Services, LLC, in Racine, WI. He entered the securities industry in 2011 and previously worked for World Equity Group, Inc. According to publicly available records released by the Financial Industry Regulatory Authority (FINRA), in December 2020, FINRA noted a customer…

Complaint Pending Against Concorde Investment Services Financial Advisor Barry Lemay Alleging Unsuitable Investments

March 21, 2021

Barry Lemay (CRD#: 306332) is a dually registered Investment Advisor and Broker at Concorde Investment Services, LLC and Concorde Asset Management, LLC in San Jose, CA. He entered the securities industry in 1973 and previously worked for Pacific West Financial Consultants, Inc.; Pacific West Securities, Inc.; VSR Advisory Services; The Masters, Inc.; VSR Financial Services,…

Concorde Investment Services, LLC Broker, William Morrow, Has Had Thirteen Customer Complaint Disclosures

August 11, 2020

William Morrow (CRD # 836500) is a Financial Advisor at Concorde Ivestment Services, LLC in San Diego, CA. William Morrow has been in the securities industry since 1977 and previously worked at thirteen different brokerage firms, including Independent Financial Group, LLC, Financial Designs LTD, and QA3 Financial Corp. According to publicly available records released by…

Did You Purchase GPB Capital Holdings Or Other Alternative Investments From Former Concorde Investment Services And Current DAI Broker, Joseph Michaeletz?

June 21, 2020

Joseph Michaeletz (CRD # 1327534) was a Financial Advisor Concorde Investment Services, LLC in Mankato, Minnesota and is currently a Financial Advisor at his self-owned broker-dealer, DAI Securities. Joseph Michaeletz has been in the securities industry since 1984 and previously worked at Triad Advisors, Inc. and Transamerica Financial Advisors, Inc. As previously reported on this…

Now is the time to talk to an investment loss recovery lawyer. We can help recover your investment loss. Free consultations, always.
Main Office - Fort Lauderdale

1250 S. Pine Island Road
Suite 325
Plantation, FL 33324
Phone: (800) 931-8452
(954)-406-1231

Additional Office Locations (by appointment only)
Atlanta

3355 Lenox Road
Suite 7
Atlanta, GA 30326

Indianapolis

13295 N. Illinois St.
Suite 314
Indianapolis, IN 46032

New York City

275 Madison Avenue
Suite 705
New York, NY 10016

Dallas

3102 Maple Ave.
Suite 400
Dallas, TX 75201

Portland

5933 NE Win Sivers Drive
Suite 205
Portland, OR 97220

Denver

7900 E. Union Ave.
Suite 1100
Denver, CO 80237

Naperville

1700 Park Street
Suite 103
Naperville, IL 60563

Seattle

1001 Fourth Ave.
#3200
Seattle, WA 98154