We empower financial professionals
Concorde Investment Services embraces the entrepreneurial spirit. Our representatives value the independence that comes from the flexibility and support we provide.
As an independent financial advisor partnered with Concorde, you have the freedom to choose the products and services you offer to your clients.
Watch the video below to learn more from Concorde Investment Services CEO Jason Kavanaugh.
At Concorde, fee-based IS flexibility.
With our “Flexible Advisor Model,” you determine the structure of your fee-based practice:
- Rep as Manager
- Utilize Third-Party Managers
- Hybrid Practice
Regardless of your structure, Concorde offers you the asset management tools to help you meet your clients’ goals efficiently and effectively.
Extensive Product Offering
Concorde strives to excel at product availability in a timely, yet thorough, fashion to ensure your practice is successful. Currently, Concorde Investment Services has a multitude of agreements in place with the financial industry’s leading mutual fund, variable annuity, REIT, 1031 and other alternative investment offerings.
As a Concorde representative, you’ll have access to a multitude of web-based resources needed to help operate and monitor your practice smoothly and accurately. These tools include:
- Secured and compliant email
- Transition and training videos
- Recent/previous statements
- Online commissions
- Product inventory
- Online trading
- Industry news
- B/D forms