Wells Fargo Advisors
46yrs
Top advisor by experience in Farmington Hills
23yrs
James Patrick Maher
Financial advisor at Concorde Asset Management
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 69% of advisors nationwide
Office30101 Northwestern Hwy #120, Farmington Hills, MI 48334
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
States licensed ?1 state
Services through Concorde Asset Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2013 – nowConcorde Asset Management, LLCCurrent firm
- 2010 – 2013Northstar Financial Partners, Inc.Previously
Questions to ask James
Tailored to James’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About James
How do I contact James?
Call Concorde Asset Management at 248-824-6710 and ask for James Patrick Maher. James works from the Farmington Hills, MI office.
How long has James been a financial advisor?
James has been in the industry since 2003, about 23 years. More experience than 69% of advisors nationwide.
What licenses does James hold?
Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Concorde Asset Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask James for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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