Experience

Concorde Investment Services

• United States
• Financial Services
• 1 - 100 Employee

• President

  • Jun 2020 - Present

  Livonia, MI Concorde Holdings, Inc. solely owns financial service companies such as a nationally registered broker/dealer, a SEC registered investment advisory firm, and a nationally licensed insurance agency. Each financial services firm is operated as a separate entity with a dedicated team reporting to the holding company. These separate and distinct businesses focus on executing a well-defined value proposition for its financial professionals and client base as well as cultivating a seasoned… Show more Concorde Holdings, Inc. solely owns financial service companies such as a nationally registered broker/dealer, a SEC registered investment advisory firm, and a nationally licensed insurance agency. Each financial services firm is operated as a separate entity with a dedicated team reporting to the holding company. These separate and distinct businesses focus on executing a well-defined value proposition for its financial professionals and client base as well as cultivating a seasoned management team that embraces the entrepreneurial spirit to implement value oriented strategies throughout the organization. Concorde Holdings is currently seeking to expand by attracting like-minded financial professionals as well as other financial institutions. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). CIS, CAM and CIA 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.

• President, Insurance Agency, Inc.

  • Jan 2020 - Present

• President Asset Management

  • Feb 2016 - Present


Capital Guardian LLC
• United States
• Financial Services
• Senior Vice President Advisory Solutions

  • Aug 2015 - Feb 2016

Scott & Stringfellow
• United States
• Financial Services
• 1 - 100 Employee
• Vice President - Manager Fee Based Programs

  • Dec 1998 - Aug 2015