Learn More About Our Divisions
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.
Investment Services Benefit from the freedom to choose the products and services you offer to your clients, an extensive product offering and robust technology.
Insurance Agency Whether geared toward broker/dealer, investment advisory or independent agent operations, we have the resources to provide case design and seamless implementation.

About Us

Know More 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.


The Information You Need To Know

Thinking of changing your broker-dealer?

Download our whitepaper on considerations when making a move.