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Concorde Investment Management

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Get to know Concorde Investment Management

Founded in 2006, Concorde Investment Services, LLC is a privately-owned, fully-licensed broker-dealer and Registered Investment Advisor (RIA). The firm's mission is to be the boutique firm of choice for independent financial advisors by providing them with a robust platform, diverse product access, and essential support services. They specialize in a range of investment solutions, including traditional investments, alternative investments, private equity, and insurance, enabling advisors to build and manage their practices effectively.

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  • Financial InvestmentPRIMARY
  • Financial Other Service
  • Financial Wealth Management

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