Preston Mokris

from Concorde Asset Management, LLC
SEC regulated
Regulated Investment Advisor
Preston Mokris is a financial advisor based in Michigan, Livonia, with 17 years of experience. Preston currently works for Concorde Asset Management, LLC. Preston maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Preston Mokris works at Concorde Asset Management, LLC
Concorde Asset Management, LLC is a financial advisory firm based in Livonia, Michigan. It currently has approximately $295,444,809 of assets under management and employs about 74 people. Concorde Asset Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and promoter fees from other advisors.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
4 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and promoter fees from other advisors
Office location
19500 Victor Parkway, Suite 550, Livonia, Michigan, 48152

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