Featured White Papers from Concorde

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Concorde Holdings, Inc. is the parent company of Concorde Investment Services, LLC, a national securities broker-dealer registered with FINRA to solicit securities products in all 50 states and several territories. Concorde Asset Management, LLC, an SEC-registered investment adviser, and Concorde Insurance Agency, Inc. are also subsidiaries of Concorde Holdings, Inc.

Financial Professionals: Expand Your Opportunities in an Evolving Financial Advisory Landscape

December 03, 2020

Financial professionals today are finding it harder to stand out from the crowd, in part due to increasingly restrictive selling agreements. For advisors and other professionals feeling frustrated or boxed-in, it could be worth exploring a move to a financial services provider that provides access to a wider range of investment products (including alternatives) and that prioritizes giving financial professionals the freedom and support to structure and operate their advisory business the way they see fit.

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