Concorde Investment Services
Keith McMurry, PMP, currently serves in a Transitions role at Arkadios Capital since April 2021. Prior to this, Keith was the Vice President of Operations at SFA Partners from December 2018 to March 2021, where responsibilities included reviewing and enhancing business processes and overseeing operational planning and financial management. Keith has extensive experience at Triad Advisors, holding various positions from December 2013 to November 2018, including VP of Data Analytics and VP of Operations. Earlier in the career, Keith worked as a Financial Advisor at Waddell & Reed from June 2009 to June 2013. Keith holds a Bachelor of Science in Biology from Georgia State University, where studies were completed between 2006 and 2007.
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Concorde Investment Services
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.