Investment Services

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.

Services
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.

 

Robust Technology

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

Concorde is a nationally registered FINRA and SEC broker/dealer, licensed in all 50 states.

To learn more, fill out the form below to contact us.

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