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.

Business Development

Enterprise Software

Insurance

Investment Management

Concorde Investment Services

Jena Stacey

Catherine White

Jake Rust - Cfp® Chfc® Clu®

Eric Barbarita

Barry Lemay

Andrew Kraffert-Gora

Peter K Fisher

Forrest Padilla

Charles A. Strickler

Terry Bonnett

Nicole Woolson

Amy Arnold

Kathleen Hofer

The Compliance and Due Diligence Team at Concorde Investment Services is responsible for ensuring that all business operations adhere to regulatory standards and internal policies. The team conducts thorough research and due diligence on investment products and services to assess their compliance and suitability. Their work helps protect the firm's integrity and supports advisors in delivering secure, compliant, and well-vetted solutions to clients.

Compliance and Due Diligence Team

Financial Services Team

Operations Support Team

Sales and Support Team

Compliance and Due Diligence Team

About

Team members

Other teams at Concorde Investment Services

Financial Services Team

Operations Support Team

Sales and Support Team