Concorde Investment Services

05/29/2026

May was a month of momentum.

From meaningful conversations in San Diego to continued progress across practices and teams, the energy from this month is already shaping what comes next.

We are proud of the work happening across our community, and excited for the opportunities ahead.

05/27/2026

Discipline shows up in the small things: following through, taking care of clients and doing the work – even when no one is watching.

That consistency is what builds strong practices over time.

05/25/2026

This Memorial Day, we honor and remember the courageous individuals who sacrificed everything for our freedom.

05/22/2026

The next chapter is already underway.

During this year’s State of the Firm, Danielle Delongchamp shared a clear message: Concorde is strong, focused and building for the future.

From continued investment in people and technology to thoughtful growth across the platform, our direction is intentional and our commitment to financial professionals remains at the center of everything we do.

We are building something very intentional.

04/30/2026

We’re excited to announce the launch of Knowledge for Profit, a new coaching and development initiative led by industry veteran Jeffrey Bangerter.

Designed for new and emerging financial professionals, the initiative provides practical coaching, mentorship and real-world direction from someone who has spent decades developing successful advisors.

Read more: https://www.prnewswire.com/news-releases/concorde-launches-knowledge-for-profit-an-advisor-development-initiative-led-by-industry-veteran-jeffrey-bangerter-302758536.html

/PRNewswire/ -- Concorde Investment Services today announced the launch of Knowledge for Profit, a new coaching and development initiative designed to help new...

03/30/2026

We’re excited to welcome Paul Taylor and his platform designed to help our financial professionals grow their businesses.

DST.com is intended to connect Concorde-affiliated advisors with qualified investors exploring DST opportunities - another advantage that supports our mission of empowering financial professionals.



https://www.prnewswire.com/news-releases/dstcom-joins-concorde-investment-services-launching-platform-for-dst-investors-and-advisor-business-development-302727823.html

/PRNewswire/ -- Concorde Investment Services, a leading independent broker-dealer and registered investment advisor serving financial advisors nationwide,...

03/29/2026

Welcome to Y’all Street.

Members from Concorde’s leadership team are in Texas for the ADISA Spring Conference, continuing conversations around thoughtful due diligence and the evolving alternatives landscape.

If you’re attending, we’d love to connect.

03/08/2026

Leadership in financial services continues to evolve, and the women shaping this industry deserve recognition.

Did you know more than 62% of Concorde employees are women?

Today, we celebrate the leaders, operators and advisors who strengthen our firm and our profession every day - especially our President & CEO, Danielle Delongchamp.

03/04/2026

Big news for Concorde!

Today we announced that Concorde will relocate our headquarters to Boca Raton, Florida in fall 2026 - an exciting step in the firm’s continued growth and evolution.

South Florida has become one of the most dynamic hubs in financial services, and this move positions us even closer to the talent, innovation and opportunity shaping the future of our industry.

Michigan played an important role in Concorde’s story and foundation. Boca Raton represents the next chapter as we continue expanding our national footprint and investing in the future of the firm, our financial professionals and the clients they serve.

Read the full announcement: https://www.prnewswire.com/news-releases/concorde-relocates-headquarters-to-boca-raton-florida-302703463.html

03/03/2026

Last week in Scottsdale, financial professionals came together to sharpen strategies, exchange ideas and focus on building stronger, more resilient practices.

At Concorde, Practice Builder is about more than education. It’s about community, access and equipping advisors with the tools and support to move their businesses forward with confidence.

Thank you to everyone who joined us and contributed to making this our strongest Practice Builder yet.