Unclaimed Profile

Lori Beth Kamen

CONCORDE ASSET MANAGEMENT, LLC·LIVONIA, Michigan

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 66, Series 79TO, Series 99TO22 years registeredCONCORDE ASSET MANAGEMENT, LLC

19500 VICTOR PARKWAY, LIVONIA, MI 48152CRD# 2805591Firm CRD# 140367

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lori Beth Kamen · LIVONIA, MI

Registration

CRD #2805591 · CONCORDE ASSET MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CONCORDE ASSET MANAGEMENT, LLC

SECURE ASSET MANAGEMENT, L.L.C.

Jan 2021 – Mar 2026

TROY, MI

CONCORDE ASSET MANAGEMENT, LLC

Mar 2020 – Dec 2020

LIVONIA, MI

SSN ADVISORY, INC.

Feb 2004 – Jun 2006

KNOXVILLE, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 66

Series 79TO

Series 99TO

Registration record

First registered · February 10, 2004

Years registered · 22

Disclosure History

2026Customer Dispute·Pending

2018Financial·Final

10 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CONCORDE ASSET MANAGEMENT, LLC

CRD 140367 · SEC 801-74519

AUM

$395M

Regulatory assets under management

Employees

2,510 client accounts

Services offered by CONCORDE ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONCORDE ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Lori Beth Kamen offer?

Lori Beth Kamen specializes in Financial Planning, Investment Management, Wealth Management.

What are Lori Beth Kamen's credentials?

Lori Beth Kamen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lori Beth Kamen located?

Lori Beth Kamen is based in LIVONIA, Michigan, last registered with CONCORDE ASSET MANAGEMENT, LLC.

How does Lori Beth Kamen charge for services?

Lori Beth Kamen's firm is compensated through percentage of aum, hourly charges, subscription fees, other: promoter fees from other advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONCORDE ASSET MANAGEMENT, LLC?

CONCORDE ASSET MANAGEMENT, LLC has approximately 82 employees and manages $395M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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