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
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 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 Jason Kavanaugh had the opportunity to talk with Real Assets Adviser about integrating and investing in technology for broker dealers. How do you think technology should be assimilated into the financial services? Check out the video to hear more.
The end of the year is a great opportunity for advisors to evaluate (or reevaluate) their businesses and the products they recommend for client portfolios. Concorde’s own Director of Research and Due Diligence Officer Timothy Witt shares his year-end due diligence advice in GlobeSt. Check out the exclusive Q&A here.