Financial Professionals

DIVISIONS

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Asset Management From financial/succession planning stages, to asset portfolio and practice management, to ongoing performance reporting on the back end –We’ve got you covered.

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Investment Services Benefit from the freedom to choose the products and services you offer to your clients, an extensive product offering and robust technology.

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Insurance Agency Whether geared toward broker/dealer, investment advisory or independent agent operations, we have the resources to provide case design and seamless implementation.

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About Us

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ABOUT US

At Concorde, our mission is to empower financial professionals to provide creative, well-thought-out solutions for their clients by providing best of breed products and services, including cloud-based technology and paperless back-office systems, to create efficiencies and scale for your practice.

Concorde embraces the entrepreneurial spirit – our advisors are independent, maintain their unique identity and are empowered to work in the best interests of their clients. This is why we’re the broker/dealer of choice for independent financial professionals.

Securities offered through Concorde Investment Services, member FINRA/SIPC. Advisory services offered through Concorde Asset Management, an SEC registered investment advisor. Insurance products offered through Concorde Insurance Agency.