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Steven E
Series 63, Series 65
West Linn, OR
Concorde Asset Management, LLC
Steven Erickson is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at LPL Financial and International Assets Investment Management. Erickson serves as Board Chair of the Columbia Theater Arts Foundation, a nonprofit organization. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset allocation and model-based strategies and offers ERISA retirement-plan advisory services along with participant advice.
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