Concorde Investment Management

Concorde Investment Management (CRD# 105237) is a financial advisory firm headquartered in Dallas, TX. They manage $358,710,823 in 399 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
8383 Preston Center Plaza Drive, Suite 360, Dallas, TX 75225
http://www.concordeco.com
By the Numbers
  • Total Assets Under Management
    359
    MILLION
  • Total Number of Accounts
    399
    ACCOUNTS
  • Average Account Value
    $899,025
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, NC, NE, TX, WA

Financial Advisors at Concorde Investment Management
Showing 1 - 4 of 4 top financial advisors.
1
John Stetter, financial advisor Dallas TX
John A. Stetter
CRD#: 1896844
8383 Preston Center Plaza Drive, Suite 360, Dallas, TX 75225

John Stetter (CRD# 1896844) is an Investment Advisor Representative working at Concorde Investment Management in Dallas, TX and has over 35 years of experience in the finance industry.

2
Gary Wood, financial advisor Dallas TX
Gary B. Wood
CRD#: 4339022
1000 Three Lincoln Centre, 5430 Lbj Freeway, Dallas, TX 75240

Gary Wood (CRD# 4339022) is an Investment Advisor Representative working at Concorde Investment Management in Dallas, TX and has 1 year of experience in the finance industry.

3
Gregory Wood, financial advisor Dallas TX
Gregory B. Wood
CRD#: 6387437
8383 Preston Center Plaza Drive, Suite 360, Dallas, TX 75225

Gregory Wood (CRD# 6387437) is an Investment Advisor Representative working at Concorde Investment Management in Dallas, TX and has over 9 years of experience in the finance industry.

4
Barbara Spicer, financial advisor Dallas TX
Barbara E. Spicer
CRD#: 7235166
8383 Preston Center Plaza Drive, Suite 360, Dallas, TX 75225

Barbara Spicer (CRD# 7235166) is an Investment Advisor Representative working at Concorde Investment Management in Dallas, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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