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Financial ADVSR advisor directory · SEC adviser records

Concorde Investment Management financial advisors in Dallas, TX

Every SEC-registered investment adviser representative at a Concorde Investment Management office in Dallas, A to Z.

The short answer

4 registered advisors work at Concorde Investment Management in Dallas, out of 4 at the firm nationwide; it ranks number 123 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Concorde Investment Management advisors in Dallas, A to Z

Every Concorde Investment Management advisor →

Concorde Investment Management advisors in every city and state →Concorde Investment Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Dallas

All Dallas advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 239Morgan Stanley 225J.P. Morgan Securities LLC 213UBS Financial Services Inc. 137Strategic Advisers LLC 104Goldman Sachs Wealth Services, L.P. 95Cetera Investment Advisers LLC 89Rockefeller Financial LLC 87Wells Fargo Clearing Services, LLC 83LPL Financial LLC 76Hilltop Securities Inc. 70Momentum Independent Network Inc. 65

Questions

How many financial advisors does Concorde Investment Management have in Dallas?

4 investment adviser representatives are registered at Concorde Investment Management offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Concorde Investment Management one of the largest advisor employers in Dallas?

Concorde Investment Management ranks number 123 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 239.

How do I check a Concorde Investment Management advisor in Dallas?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Concorde Investment Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.