Danielle Delongchamp is a registered investment advisor, based in Boca Raton, FL, with 15 years of industry experience. Danielle is also registered as a broker, so some compensation may come from commissions on products sold.
Location
301 E Yamato Road, Suite 3200, Boca Raton, FL, 33431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Danielle is the Interim President of Concorde Asset Management, LLC and President of Concorde Holdings, Inc., dedicating full-time hours to these roles. She also works as a consultant for Delongchamp Consulting LLC and American Alternative Capital, LLC, and spends minimal time on activities related to Concorde Insurance Agency, Inc.
Employment History
Current Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLC
Concorde Investment Services, LLCBroker
Previous Registrations
American Alternative Capital, LLCBroker
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Parkland Securities, LLCBroker
Spc
Sigma Financial CorporationBroker
Mcdonald Partners LLC
Mcdonald Partners LLCBroker
Spc
Sigma Financial CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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