Concourse Financial Group Securities Client Services

Client Services Manager
Micayla Saunders

Senior Relationship Manager
Paulette Farquhar

Relationship Managers
Ally Banks
Alex Flint
Nick Hunter
Hannah McRight

Phone: (800) 288-3035, option #1
Fax: (205) 268-3054
Email: ClientServices@ConcourseFinancial.com
Address: 2801 Hwy 280 South, Birmingham, AL 35223

Client Services Mission Statement

To provide services and solutions of the highest quality while delivering
noteworthy value to our customers, earning their respect and loyalty.

When calling (800) 288-3035, listen to the menu options:
{1} Client Services
{2} Technical Support
{3} Trading
{4} Licensing
{5} Commissions

Concourse Financial Group Securities menu options

*To better serve you when you call, please have one of the following available:
{1} Customer Account # {2} Customer Name {3} Customer Social Security #

Helpful Quicklinks:

PAS forms examples are located here.

Service Level Guidelines are located here.

Docupace training and guidance can be found here.

Concourse Financial Group Securities Mission Statement “Our Vision is to be the premier broker dealer for independent financial advisors and brokerage general agents in the United States. To achieve this, we will provide all the products and services that our independent advisors need to compete in the market place and serve their clients. We will be a safe place for our advisors, their customers, and the firm to do business.”
Other Concourse Financial Group Securities Contacts
Technical Support Phone: (800) 288-3035, option 2 Support@ConcourseFinancial.com
Equity Trade Desk Phone: (888) 232-7016 trading@ConcourseFinancial.com
Protective Securities, A Division of Concourse Financial Group Securities Fixed Income Trading Desk Phone: (888) 526-6344
Commissions Team Phone: (800) 288-3035, option 5 CFGSCommissions@ConcourseFinancial.com

Other Information
Directions to Concourse Financial Group Securities
Company Directory
Departmental Fax #'s

Client Services Manager Micayla Saunders Senior Relationship Manager Paulette Farquhar Relationship ManagersAlly BanksAlex FlintNick HunterHannah McRight

Client Services Manager
Micayla Saunders

Senior Relationship Manager
Paulette Farquhar

Relationship Managers
Ally Banks
Alex Flint
Nick Hunter
Hannah McRight