Customer Relationship Summary ("CRS")

Concorde Investment services, LLC & Concorde Asset Management, LLC's  Form ADV Part 3/Form CRS

 

Concorde's Form CRS is intended to be a simple, client relationship summary discussing:

  • The types of client relationships and services Concorde offers
  • The fees, costs, conflicts of interest and standard of conduct associated with those relationships and services
  • Whether the firm and its financial professionals currently have reportable legal or disciplinary history
  • How to obtain additional information about Concorde

 

Please enter the requested information to obtain a copy of our current and periodic updates of Concorde's Form CRS electronically.

 

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Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Offering securities in all 50 states. 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.