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Work Experience
N/A
Sep 2023 - Present · 1 years and 3 months
N/A
Apr 2023 - Jul 2023 · 3 months
N/A
Aug 2021 - Apr 2023 · 1 years and 8 months
Company Details
Concorde embraces the entrepreneurial spirit. Our financial professionals value the independence that comes from the flexibility and support provided by the Concorde Team. Concorde focuses on empowering financial professionals to provide creative, well thought out solutions for their clients. In addition to providing best of breed products and services, financial professionals leverage Concorde's cloud-based technology and paperless back office systems to create efficiencies and scale for their own practices. Hybrid advisors in need of fee based solutions partner with Concorde Asset Management to access our industry-leading Gateway Platform offering institutional quality products and services to clients. Partners benefit from Gateway organizational efficiencies that encompass all aspects of a practice and are enabled to focus on the growth of their business. Advisors get their time back. Our associates are independent, maintain their unique identity and are empowered to work in the best interests of their clients. Be sure to follow the Concorde Asset Management Showcase Page. Securities offered through Concorde Investment Services (CIS), LLC, Member FINRA/SIPC. Offering securities in all 50 states. Advisory Services offered through Concorde Asset Management (CAM), an SEC Registered Investment Adviser. Insurance products offered through Concorde Insurance Agency (CIA). CIS, CAM and CIA, all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only, doesn’t guarantee returns or diversification protection, isn’t an offer to buy/sell investments, doesn’t imply suitability for any one investor, isn’t tax/legal advice, & investments may involve a high degree of risk.
Year Founded
2010
Social Media
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Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
3909 Research Park Dr Suite 200 Ann Arbor, Michigan 48108, US
Keywords
Independent Broker DealerRegistered Investment AdviserInsurance AgencyWealth ManagementAlternative Investmentswealth managementinvestment advisorylife insurancecontract negotiationasset management insurance
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