Concorde Investment Management

Concorde Investment Management (CRD# 105237) is a financial advisory firm headquartered in Dallas, TX. They manage $147,375,102 in 105 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    147
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $1,403,572
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, NE, TX

Financial Advisors at Concorde Investment Management
Showing 1 - 4 of 4 top financial advisors.
1
Barbara H. Lotridge
CRD#: 2262718
5430 Lbj Freeway Lb3, Suite 1000, Dallas, TX 75240
96
Wealthminder
score

Barbara Lotridge (CRD# 2262718) is an Investment Advisor Representative working at Concorde Investment Management in Dallas, TX and has over 25 years of experience in the finance industry. Barbara Lotridge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John A. Stetter
CRD#: 1896844
1000 Three Lincoln Centre, 5430 Lbj Freeway, Dallas, TX 75240
93
Wealthminder
score

John Stetter (CRD# 1896844) is an Investment Advisor Representative working at Concorde Investment Management in Dallas, TX and has over 29 years of experience in the finance industry.

3
Gregory B. Wood
CRD#: 6387437
5430 Lbj Freeway Lb3, Suite 1000, Dallas, TX 75240
88
Wealthminder
score

Gregory Wood (CRD# 6387437) is an Investment Advisor Representative working at Concorde Investment Management in Dallas, TX and has over 3 years of experience in the finance industry.

4
Gary B. Wood
CRD#: 4339022
1000 Three Lincoln Centre, 5430 Lbj Freeway, Dallas, TX 75240
87
Wealthminder
score

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.

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