CONCORDE INVESTMENT SERVICES, LLC

CONCORDE INVESTMENT SERVICES, LLC is a nationally recognized, full-service broker-dealer, SEC-Registered Investment Advisor (RIA), and insurance firm. The company is committed to supporting financial professionals and their clients by providing an integrated ecosystem of investment, advisory, and insurance solutions. Founded by entrepreneurs, Concorde Investment Services relocated its corporate headquarters from Ann Arbor, Michigan, to Boca Raton, Florida, in March 2026.

Concorde Investment Services offers a comprehensive suite of financial solutions, including broker-dealer investment products, wealth management platforms, and dynamic insurance solutions such as life insurance, fixed or indexed annuities, and long-term care insurance. The firm provides a flexible, multi-custodian model and is known for its specialized expertise in alternative investments, catering to independent financial advisors across all 50 states. Its integrated business entities include Concorde Investment Services, Concorde Asset Management, and Concorde Insurance Agency, all operating under the parent company, Concorde Holdings, Inc.

Danielle Delongchamp serves as the President and Chief Executive Officer of Concorde Investment Services. Recent leadership appointments include Keith McMurry as Chief Operating Officer in December 2024. In March 2026, DST.com joined the Concorde platform to enhance access to Delaware statutory trust offerings, and KOA Financial Group also joined in February 2026. The firm has faced regulatory scrutiny, including a $110,000 fine from FINRA in 2024 for supervisory failures related to risky alternative investments, and a $175,000 fine in 2023 for issues concerning private placement offerings.