Concorde Investment Services

Concorde Investment Services

Financial Services, Victor Pkwy Ste 550, Livonia, , 48152, Michigan, 19500, United States, 51-200 Employees

concordeis.com

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Who is 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 focuse...

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  • 19500 Victor Pkwy Ste 550, Livonia, Michigan, 48152, United States Headquarters: 19500 Victor Pkwy Ste 550, Livonia, Michigan, 48152, United States
  • 2010 Date Founded: 2010
  • 51-200 Employees: 51-200
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6211 | NAICS Code: 52 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from CONCORDE INVESTMENT SERVICES

Concorde Investment Services Org Chart and Mapping

Employees

Brian Ragen

Senior Sales Supervisor

Nicole Woolson

Senior Compliance Officer

Dani King

Operations Support Team Leader

Trevor Endres

Brokerage Operations Coordinator

Marc Haiar

Due Diligence Officer

Erik Larsen

Operations Associate - Advisory Services

Sarah Kuhn

Senior Compliance Analyst

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Frequently Asked Questions Regarding Concorde Investment Services

Answer: Concorde Investment Services's headquarters are located at Victor Pkwy Ste 550, Livonia, , 48152, Michigan, 19500, United States

Answer: Concorde Investment Services's phone number is +12*********

Answer: Concorde Investment Services's official website is https://concordeis.com

Answer: Concorde Investment Services's revenue is $10 Million to $25 Million

Answer: Concorde Investment Services's SIC: 6211

Answer: Concorde Investment Services's NAICS: 52

Answer: Concorde Investment Services has 51-200 employees

Answer: Concorde Investment Services is in Financial Services

Answer: Concorde Investment Services contact info: Phone number: +12********* Website: https://concordeis.com

Answer: 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, doesnt guarantee returns or diversification protection, isnt an offer to buy/sell investments, doesnt imply suitability for any one investor, isnt tax/legal advice, & investments may involve a high degree of risk.

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