Concorde

CONCORDE INVESTMENT SERVICES RECOGNIZED AMONG 2020 BEST PLACES TO WORK FOR FINANCIAL ADVISORS BY INVESTMENTNEWS

Concorde Investment Services Recognized Among 2020 Best Places to Work for Financial Advisers by InvestmentNews

LIVONIA, Mich., April 27, 2020 – Concorde Investment Services (Concorde), a nationally recognized private firm offering a full spectrum of services and support for financial professionals, announced today that the firm has been recognized by InvestmentNews as a 2020 Best Place to Work for Financial Advisers. Concorde Holdings president and CEO Jason Kavanaugh made the

Jacob Harvey Announcement

Concorde Holdings Welcomes Jacob Harvey as Business Development Coordinator

LIVONIA, Mich., Feb. 5, 2020—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), announced today that Jacob Harvey has joined as the firm’s Business Development Coordinator. Concorde Holdings President and CEO

concorde team

Concorde Investment Services Announces Two New Additions to Expanding Team of Industry Leading Professionals

Seasoned veteran Lori Kamen joins as Chief Compliance Officer and Melissa Shrimpton named operations manager             LIVONIA, Mich., Jan. 6, 2020—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

2019 Concorde Spring Conference Recap

On behalf of everyone at Concorde, I would like to thank everyone who attended our 2019 Concorde Spring Conference in downtown Detroit. It was a jam-packed three days of camaraderie, education, entertainment, recognition and reflection, and by the end, I truly felt it evoked the culture of family that we continually strive to provide. The

FLITE TECH PLATFORM

Concorde Releases New FLITE Tech Platform

We are so excited about the release of our new all-in-one FLITE Tech Platform. Check out the video and features below.     With The Concorde FLITE Tech Platform you get: Integrated programs Applications Dynamic forms Comprehensive back office support An option to create a streamlined dashboard   Schedule a Demo Today!