Category: News

Concorde Release New Website!

Concorde Investment Services is proud to announce the official launch of www.concordeis.com. The site will serve as a valuable tool to prospective representatives interested in learning more about the firm’s leadership, philosophy and resources. Representatives will find the site instrumental in assisting them in joining Concorde as it provides all the necessary tools and information needed to ensure a smooth and efficient transition of their business.

» Read More

Transitioning to Concorde

At Concorde, you didn’t just choose a broker/dealer, you chose a partner. Our transition team views the transition process as an opportunity to prove the Concorde Difference. It’s not always easy or simple to move, but we’ve done this before. Let’s walk through the process together.  Become a Concorde Advisor today!

» Read More
"At Concorde I am at home. Concorde is everything I could ask for in a broker dealer and I’m never leaving."

Don Meredith

San Diego, California


“My clients work closely with me and value my responsiveness. Shouldn't I expect the same of my broker/dealer? That is why I chose Concorde and I am glad I did.”

Jack Creighton

Hingham, Mass


“I want to be more than a number. I was looking for a broker-dealer that has a family atmosphere. That’s Concorde. They helped me make the transition as quickly and easily as possible. The staff and principals are easy to converse with; quick to assist... and they all know me by my first name.”

Dan Wolf

Fenton, Michigan


“Our firm's experience with Concorde has been very satisfactory with great service and response time from Concorde team members. For the first time we're treated like clients of the broker/dealer, not just reps. We thoroughly enjoy our relationship with Concorde.”

Jim A. Lund

San Marino, California