News

Concorde Investment Services Recognized as Top Place to Work for Financial Advisors by Investment News

April 1, 2019—Concorde Holdings, a nationally recognized private firm offering a full spectrum of services and support for financial professionals through its three lines of business (Concorde Investment Services, Concorde Asset Management and Concorde Insurance Agency), has earned a coveted spot on the Investment News list of Best Places to Work for Financial Advisers in

welcome aubrey morrow concorde

Financial Industry Veteran Aubrey Morrow Joins Concorde

Industry veteran Aubrey Morrow, host of “The Financial Advisors” radio show and president of Financial Designs, Ltd. has joined Concorde. As a Certified Financial Planner (CFP) and Investment Advisor Representative, Morrow brings a strong background in conceptual financial planning. Morrow’s efforts in utilizing Financial Designs’ tax reduction strategies, risk management, investment selection, advanced estate, and

Concorde “Level Up” Conference Registration Open

Concorde is pleased to announce that the conference agenda for the Concorde “Level Up” Conference for June 4-6 has been finalized.   Please register now in order to secure your hotel and receive the best pricing on airfare. The conference registration, presenters, hotel accommodations, travel arrangements, and access to the private event on Comerica Park

Concorde Investment Services CEO Discusses the Rise of Family Offices

A March 2017 article in The Wall Street Journal described the family office as an investment phenomenon. Indeed, the story referred to the co-investment practices of 15 of the United States’ wealthiest families ultimately growing into a network of 150 high-net-worth families. Family offices are what the article describes as “disruptive force” entities that are being “set