Concorde | Financial Solutions
Time 2022-09-30 01:29:55Web Name: Concorde | Financial Solutions
WebSite: http://www.concordeis.com
ID:334218
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Concorde,Financial,SolutionsDescription:
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BOTTOM LINE RESULTS
PARTNER OF CHOICE
FOR INVESTORS
We Exist to Empower
Concorde is a nationally recognized SEC-Registered Investment Advisor (RIA), full-service broker-dealer and insurance firm that empowers financial professionals, their clients and the community at large through a comprehensive, thoughtfully interconnected ecosystem of investment solutions designed to help reach financial goals and objectives.
Financial Professionals Learn More Investors Concorde financial professionals offer tailored advice and guidance based on what’s best for you. Whether you’re investing for retirement, your child’s education or other life milestones, we lay out a clear path to help you achieve your defined goals. Learn More Giving Back Helping people thrive is at the core of what we do. Concorde proudly supports programs, initiatives and business practices that help improve the health and prosperity of communities and the individuals who live in them. Learn More Thinking of Changing Your Broker-Dealer? If you’re considering making a change in your broker-dealer, the trick is to treat it with the same logical and analytical rigor you apply on the job every day. See why Concorde could be your best fit. Learn MoreAbout Us
Know More About UsABOUT US
At Concorde, our mission is to empower financial professionals to provide creative, well-thought-out solutions for their investor clients by providing best-of-breed products and services—including cloud-based technology and paperless back-office systems—to create efficiencies and scale for their practice.
Concorde embraces the entrepreneurial spirit – our advisors are independent, maintain their unique identity and are empowered to work in the best interests of their clients. This is why we’re the broker/dealer of choice for independent financial professionals.
Securities offered through Concorde Investment Services, member FINRA/SIPC. Advisory services offered through Concorde Asset Management, an SEC registered investment advisor. Insurance products offered through Concorde Insurance Agency.
Concorde is a nationally recognized SEC-Registered Investment Advisor (RIA), full-service broker-dealer and insurance firm that empowers financial professionals, their clients and the community at large through a comprehensive, thoughtfully interconnected ecosystem of investment solutions designed to help reach financial goals and objectives.
Concorde’s Form CRS/Form ADV Part 3
MEET OUR TEAM
Meet Our Dedicated StaffDrew Jackson
President & CEO Concorde Investment Services/ President & Chief Marketing Officer Concorde Asset Management/ President Concorde InsuranceKimberlee Levy, Esq.
Chief Compliance Officer/ General CounselDanielle Delongchamp
Chief Operations Officer MEET THE WHOLE TEAMNEWS
The Information You Need To Know 15 June 2022The Concorde Way: How We Support Your Business
5 Ways Women Need to Plan for Retirement Differently Than Men
Authenticity: The Key to High-Performing Teams in 2022
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