Forrest Jefferson Padilla

Employer firm

Concorde Asset Management, LLC CRD 140367

$598M regulatory AUM 898 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2004 → 07/2018
  Independent Financial Group, Llc
  San Diego, CA
• 03/2005 → Present
  Financial Designs Ltd
  San Diego, CA
• 08/2018 → Present
  Concorde Investment Services, Llc
  Livonia, MI
• 08/2018 → Present
  Concorde Asset Management, Llc
  Livonia, MI

Previous Registrations

• 2012-08-07 → 2018-07-31
  Independent Financial Group, Llc
  San Diego, CA
  San Diego, CA
• 2005-05-17 → 2014-07-30
  Financial Designs Ltd.
  San Diego, CA
  San Diego, CA

Other Businesses

(1)INVESTMENT ADVISOR AND REGISTERED REPRESENTATIVE OF DBA "FINANCIAL DESIGNS, LTD" OFFERING SECURITIES AND ADVISORY SERVICES SINCE 2005. INVESTMENT RELATED. 50% TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD. (2)CO-HOST OF THE 'FINANCIAL ADVISORS' WEEKLY RADIO SHOW. 1 HOUR/WEEK SPENT, BROADCAST THROUGH KOGO AM 600 IN SAN DIEGO. (3) CONCORDE ASSET MANAGEMENT, LLC, INVESTMENT RELATED, LIVONIA, MI, INVESTMENT ADVISOR REP OFFERING INVESTMENT ADVISORY SALES AND SERVICE. FULL TIME. (4) FINANCIAL DESIGNS PLANNING, INC., INV RELATED, START DATE: MARCH 2020, SAN DIEGO, CA. FINANCIAL PLANNING, INVESTMENT ADVICE, SECURITIES SALES, SUPPORT OTHER RR AND IAR OF BRANCH. 1-5 HOURS/MONTH DURING BUSINESS HOURS

Exams

• S66 Uniform Combined State Law Examination
  2005-02-28

Designations

• Certified Financial Planner