Asset Management, Investment Services, and Insurance


Entrepreneurs Serving Entrepreneurs. Concorde was started by entrepreneurs with extensive experience as officers, directors and professionals in the finance industry with the goal of providing better services for financial advisors.  


Today, Concorde offers a full spectrum of support for financial professionals through our three lines of business: Concorde Investment Services, Concorde Asset Management and Concorde Insurance Agency.  




Our representatives have complete access to cutting-edge technology infrastructure and back-end support to provide financial solutions that help meet the goals and objectives of their clients.  While Concorde's holistic suite of services, tightly integrated financial technology platform and extensive support infrastructure are all compelling assets, we take immense pride in our defining professional culture. 


Representatives have full access to Concorde's extremely talented management team and receive around-the-clock support from a team dedicated to handling emergent issues. When it comes to bringing new financial advisors on board, Concorde combines due diligence and white-glove service to ensure the professional fit is solid and transitions are smooth and seamless.  It's the combination of these outstanding qualities that contributed to Concorde being named several times to the Inc. 5000 list of Fastest Growing Private Companies in America.

For more information and to take advantage of a discounted member rate for this company's services, fill out the contact form using the custom member code.

Jacob Harvey.jpeg

Business Development Coordinator

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