Why Join Concorde

Why Financial Professionals Choose Concorde

Independence

Build your business on your terms, with the freedom and flexibility to choose the solutions that best serve your clients.

Growth

Access practice management resources, marketing support and business development opportunities designed to help your practice grow and thrive.

Technology

Leverage integrated technology and streamlined solutions designed to simplify operations and drive greater efficiencies across your practice.

Community

Be part of a collaborative community where financial professionals connect, share ideas, learn from one another and grow together.

Financial Professional Testimonials

“One of the smartest things a licensed person can do is register with Concorde.”

– Mark Kosanke, registered since 2010

“Moving to Concorde from my previous broker-dealer was far easier than I anticipated. They were organized, responsive and very supportive throughout the transition. What I appreciate most about being with Concorde is the freedom they give me to run my business my way — they encourage entrepreneurship and creativity, not control.

Compliance here is practical and collaborative. Concorde takes it seriously, but they also listen and work with you. Communication with the home office is a two-way street. Whether you’re working solo or growing a team, the tools and support are there when you need them. It’s a great place to build your business. I’m glad I made the move.”

– Jamie Furlong, registered since 2019

“Being registered with Concorde has significantly improved my business by giving me a strong platform for success. The management team strikes the perfect balance between being accessible and hands-off: they’re there when you need them, but they trust you to do your job without micromanaging. What really stands out is the integrity of the executive team – they always strive to do the right thing. The culture at Concorde is both competitive and deeply supportive, which creates a unique sense of camaraderie among advisors.”

– Eric Scaff, registered since 2013

“Concorde provides the freedom to run my business the way I see fit, without unnecessary restrictions, which is invaluable. Concorde is widely recognized as a leader in this area, and their commitment to high standards gives me and my clients greater confidence in the solutions we offer.”

– Jeff Bangerter, registered since 2019

“What truly sets Concorde apart from other broker-dealers – and something many advisors might not even consider – is how they empower you to be visionary. They don’t just support what you’re doing today; they help you plan for what’s ahead. With their insight and resources, I can create strategies for my clients that anticipate future needs and opportunities. The tools and guidance they provide are not only invaluable – they’re readily accessible, which is a rare find in this industry.

In my 30+ years in the business, Concorde is hands-down the best firm I’ve worked with when it comes to building lasting relationships with their advisors. The home office is filled with incredibly sharp, experienced professionals who are genuinely invested in our success. Having access to a group like that gives me the confidence and clarity I need to deliver the strongest financial paths for my clients.”

– Robin Edgar, registered since 2013

“I couldn’t get drug away by a hundred horses to leave Concorde.”

– Brent Lee

“Since 2015, Concorde has been part of Fortitude’s growth story. With Danielle Delongchamp’s fresh vision, the Rollins family’s rep-first heart and new energy in Boca Raton, I believe Concorde’s brightest chapter is just beginning.”

– Daniel Raupp, registered since 2013