Solutions

SOLUTIONS FOR FINANCIAL PROFESSIONALS

Concorde is the go-to strategic partner for financial professionals seeking the technology infrastructure, resources and support to establish a thriving practice on their terms.

We offer a full spectrum of support for financial professionals through our three lines of business: Concorde Investment ServicesConcorde Asset Management and Concorde Insurance Agency.

Full Spectrum Support

Intelligent Investment Services

Concorde is a nationally registered FINRA and broker/dealer, licensed in all 50 states to provide a full range of financial services. Our services are provided on an independent basis, ensuring that—in contrast with bank- owned, insurance-owned or wire house operators—Concorde is not beholden to any outside entities. Concorde takes an agnostic approach to a wide range of financial solutions, providing independent representatives with the resources they need to provide financial solutions that can help meet the goals of the client and practice.

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.

Renowned Asset Management

Concorde Asset Management offers a flexible, multi-custodian model that ensures that financial professionals are not locked into a single, captive custody group. As an independent financial advisor partnered with Concorde, you have the freedom to choose the products and services you offer to your clients. And with over 250 different strategies available, Concorde’s platform is also extremely flexible in terms of an advisor’s ability to create and customize portfolios based on individual client needs.

Representatives of Concorde Asset Management have access to industry-leading technology infrastructure and solutions to help improve efficiencies and provide enhanced value to clients. From financial/succession planning stages, to asset portfolio and practice management, to ongoing performance reporting on the back end—Concorde Asset Management will help you get your time back, without the need to spend more.

Dynamic Insurance Solutions

At a time when far too many ignore the risk management side of the business, Concorde’s efficient platform of insurance solutions is a clear differentiator. Whether it’s geared toward broker/dealer, investment advisory or independent agent operations, we have the resources to provide case design and seamless implementation with holistic insurance solutions, including:

Life insurance, Fixed or indexed annuities, Long-term care insurance  and more.

Learn more about our insurance solutions and how our ease of process can lift your practice.

Thinking of changing your broker-dealer?

Download our whitepaper on considerations when making a move.

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