Your Partner in Purposeful Financial Growth
Concorde is a nationally recognized, full-service broker-dealer and SEC-Registered Investment Advisor (RIA) and insurance firm committed to supporting financial professionals and their clients. Through a thoughtfully integrated ecosystem of investment, advisory and insurance solutions, the firm provides the tools and expertise needed to help reach financial goals and objectives. Founded by entrepreneurs, the Concorde team is proud to serve a company made up of like-minded individuals driven by passion, purpose and a shared commitment to excellence.
Who We Are
With a personalized approach, Concorde offers a high-caliber experience tailored to each advisor’s and client’s unique goals. The firm’s integrated broker-dealer and wealth management platforms are designed to maximize potential, providing customized support and forward-looking resources that allow financial professionals unlock their full potential. Recognizing that investors often require a diverse range of financial solutions, we have established an integrated ecosystem of specialized business entities: Concorde Investment Services, Concorde Asset Management and Concorde Insurance Agency.
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