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

concorde investment services 2020 best place to work

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 announcement.

“At Concorde, we are proud to live our core values, which focus on experience, relationships, entrepreneurship and constant innovation,” said CEO Jason Kavanaugh. “These values not only guide the way we approach our business day in and day out, but also serve as the playbook by which we collaborate with our incredibly talented team of financial professionals. We are a family. Our goal is to maintain our culture and core values above all else, which we know will fuel successful client partnerships and continue our strong track record of recruiting—and retaining—top talent.”

Concorde was chosen as one of this year’s top 75 firms to work for based on employer and employee surveys, which highlighted outstanding company culture, extensive benefits, unlimited career paths, access to leadership, unmatched resources and more.

“We are thrilled to identify, and commend, these 75 firms that understand the importance of a strong workplace culture,” said George Moriarty, InvestmentNews chief content officer. “They are role models to the industry, in that they empower advisors to focus on delivering exceptional service to their clients.”

Now in its third year, InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program. Concorde is highlighted in the April 27th issue of InvestmentNews and at

View the announcement on InvestmentNews

See the featured post in CORP! Magazine


About InvestmentNews

InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, their standard of editorial excellence and deep industry knowledge has allowed InvestmentNews to educate, inform and engage the most influential financial advisers. Through their weekly newspaper, website, newsletters, research, events, videos and webcasts, InvestmentNews  provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it. Headquartered in New York, with offices in Chicago and Washington D.C., InvestmentNews is part of London-based Bonhill Group plc. Learn more at

The InvestmentNews Best Places to Work for Financial Advisers recognition program identifies and highlights financial advisory firms that empower employees to provide clients with the best possible investment and financial planning advice. The selection process included a rigorous company submission focused on company culture, investment in employees, and human resources initiatives deployed to attract and retain top talent. In addition, an anonymous employee survey is completed to ensure employees have a strong voice in the consideration process. There are hundreds of applicants annually, and only 50 companies are selected. Concorde was recognized in the category of 30-49 employees.

About Concorde
Headquartered in Michigan, Concorde Holdings is the parent company of Concorde Investment Services, LLC. Concorde Investment Services, LLC is a national securities broker-dealer registered with FINRA to solicit securities products in all 50 states and several territories. Concorde Investment Services, LLC is a subsidiary of Concorde Holdings, Inc. Concorde Asset Management, LLC, an SEC-registered investment adviser, and Concorde Insurance Agency, Inc., which is insurance licensed to solicit insurance products in over 30 states, are also subsidiaries of Concorde Holdings. Additional information about Concorde can be found on the rest of our website at