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
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
Concorde’s very own Director of Research and Due Diligence officer, Tim Witt, recently contributed an article to Investment News on opportunity-zone investments and their range of potential tax benefits. Check out the entire article here.
Our President & Chief Marketing Officer of Concorde Asset Management Drew Jackson recently contributed an article to Investment News on what, and how, financial advisers can learn from successful practices. Check out the full article here.