Important Disclosures

About Concorde

Concorde offers a full spectrum of support for financial professionals through our three lines of business: Concorde Investment Services, Concorde Asset Management and Concorde Insurance Agency. Our representatives get complete access to cutting-edge technology, infrastructure and back-end support to provide solutions that help financial professionals potentially meet the goals and objectives of their clients.

Please download the following important disclosures for compliance purposes. 

Customer Agreement & Disclosures


IA Fiduciary Acknowledgement Disclosure


BD Fiduciary Acknowledgement Disclosure