Join the Concorde Team
A STRATEGIC PARTNER FOR SEAMLESS TRANSITIONS
Making a move in today’s financial landscape is a significant decision — one that requires careful evaluation, clear information and the right support. While transitions are often seen as disruptive, with the right guidance, the process can be both strategic and rewarding.
At Concorde, we understand that changing firms is not just a business decision — it’s a pivotal moment in the evolution of your practice. That’s why we approach each transition with precision, transparency and a commitment to your long-term success. Our experienced team is dedicated to making the process as seamless as possible, providing the tools, insight, and proactive support needed every step of the way.
CLARITY IN EVERY STEP
Evaluating a new firm requires access to meaningful information, open communication and a trusted partner. Concorde provides straightforward guidance and responsive support, empowering financial professionals to assess their options with confidence and make informed decisions based on their clients’ needs and long-term vision.
EXECUTING CHANGE THE RIGHT WAY
Transitions should be approached with the same diligence and discipline used in everyday practice management. Concorde offers a proven transition process designed to reduce disruption and maintain business continuity while positioning financial professionals for future success.
With the right partner, transitioning can become not only manageable, but a defining step forward in the evolution of a practice.
No matter where you land, you’ll be empowered to make a thoughtful, well-informed decision — and if you choose Concorde, we’ll ensure your transition is handled with care, professionalism and respect. To begin your transition, please complete the Representative Application and read the FCRA Summary.
If you would like more information about the transition process to Concorde and our financial practice management strategies, fill out our inquiry form below.
TESTIMONIALS
“Moving to Concorde from my previous broker-dealer was far easier than I anticipated. They were organized, responsive and very supportive throughout the transition. What I appreciate most about being with Concorde is the freedom they give me to run my business my way — they encourage entrepreneurship and creativity, not control.
Compliance here is practical and collaborative. Concorde takes it seriously, but they also listen and work with you. Communication with the home office is a two-way street. Whether you’re working solo or growing a team, the tools and support are there when you need them. It’s a great place to build your business. I’m glad I made the move.”
-Jamie Furlong, registered since 2019
“Being registered with Concorde has significantly improved my business by giving me a strong platform for success. The management team strikes the perfect balance between being accessible and hands-off: they’re there when you need them, but they trust you to do your job without micromanaging. What really stands out is the integrity of the executive team – they always strive to do the right thing. The culture at Concorde is both competitive and deeply supportive, which creates a unique sense of camaraderie among advisors.”
– Eric Scaff, registered since 2013
“Concorde provides the freedom to run my business the way I see fit, without unnecessary restrictions, which is invaluable. Concorde is widely recognized as a leader in this area, and their commitment to high standards gives me and my clients greater confidence in the solutions we offer.”
-Jeff Bangerter, registered since 2019
“What truly sets Concorde apart from other broker-dealers – and something many advisors might not even consider – is how they empower you to be visionary. They don’t just support what you’re doing today; they help you plan for what’s ahead. With their insight and resources, I can create strategies for my clients that anticipate future needs and opportunities. The tools and guidance they provide are not only invaluable – they’re readily accessible, which is a rare find in this industry.
In my 30+ years in the business, Concorde is hands-down the best firm I’ve worked with when it comes to building lasting relationships with their advisors. The home office is filled with incredibly sharp, experienced professionals who are genuinely invested in our success. Having access to a group like that gives me the confidence and clarity I need to deliver the strongest financial paths for my clients.”
-Robin Edgar, registered since 2013
Join Concorde
If you are interested in joining Concorde as a registered representative or advisor, please email recruiting@www.concordeis.com or fill out the form below.