Company Information

Get to know Concorde Investment Management

Founded in 2006, Concorde Investment Services, LLC is a privately-owned, fully-licensed broker-dealer and Registered Investment Advisor (RIA). The firm's mission is to be the boutique firm of choice for independent financial advisors by providing them with a robust platform, diverse product access, and essential support services. They specialize in a range of investment solutions, including traditional investments, alternative investments, private equity, and insurance, enabling advisors to build and manage their practices effectively.

Industry

Financial InvestmentPRIMARY
Financial Other Service
Financial Wealth Management

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Concorde Investment Management

United States

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.