Join Concorde

Join the Concorde Team

Considering making a move? Everyone knows transitioning your business in today’s environment is no easy task. Some may even say it’s “damaging” or “disruptive.” Truth is, it doesn’t have to be. When you partner with a team that is dedicated to your success and preparing you for the process, transitioning your business can evolve into the best decision of your career.

While Concorde encourages and supports a hybrid model, where you’re touching each of our three divisions (Asset Management, Investment Services and Insurance Agency), or focusing exclusively on one or two of our divisions, we’re flexible and accommodating to support the business you want to build.

When you choose Concorde, you’re choosing a strategic partner. We view the transition process as an opportunity to prove to you the Concorde Difference. It’s not always easy or simple to move, but we’ve done this before. Let’s walk through the process together.

To begin your transition, please complete the Rep Application and read the FCRA Summary.

If you would like more information about the transition process to Concorde and our financial practice management strategies, please fill out the form below the video.


Join Concorde

If you are interested in joining Concorde as a registered rep/advisor, please email or fill out the form below.