Our Incredible Team

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  • Founder
President

Daniel Charley

Founder

Dan Charley is distinguished in the financial services industry as a perennial qualifier for the Million Dollar Round Table (MDRT) award. MDRT represents the top one percent of financial advisors across the globe and is a symbol of excellence in the financial services industry. He recently earned the prestigious award of “Court of the Table” for his outstanding performance. Dan holds Series 7 and Series 66 licenses as well as a Life and Health license in the states of NJ, PA, FL, and NY. Dan Charley is a Registered Representative of Concorde Investment Services, LLC. Member FINRA, SIPC. Corporate office: 19500 Victor Parkway, Suite 550, Livonia, MI 48152. (248) 824-6710. Alpine Brokerage Services, LLC and Concorde Investment Services, LLC are separate and unaffiliated entities.

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