Concorde Investment Services

08/17/2026

We’re proud to share that Danielle Delongchamp, Concorde’s President and CEO, has been named a finalist for the 2026 InvestmentNews Women to Watch Executive Excellence Award.

This recognition honors executive leaders whose vision and leadership inspire meaningful growth and success. Congratulations, Danielle, on this well-deserved recognition!

View the full list of Excellence Awardees: https://womentowatch.investmentnews.com/2026-winners-excellence-awardees

08/03/2026

We're excited to welcome Grace Capital Management, LLC.

Grace Capital Management brings more than 20 years of experience helping business owners, individuals and families navigate investment, tax and estate planning with specialized expertise in tax-advantaged alternative investments.

Read more: https://www.businesswire.com/news/home/20260803937980/en/Concorde-Welcomes-Grace-Capital-Management-to-its-Broker-Dealer-Platform

Concorde, a leading independent broker-dealer and registered investment advisor serving financial professionals nationwide, announced today that Grace Capita...

07/14/2026

Growth often happens before the results are visible.

The strongest practices are built through daily habits, continuous learning and a commitment to serving clients well – even when progress isn't immediately obvious. Long-term success rarely comes from one big moment. It comes from consistently doing the right things over time. We’re proud to support our financial professionals that are committed to doing the right things.

07/10/2026

Did you know the first stock ticker machine was introduced in 1867?

Before computers and smartphones, investors relied on ticker tape to receive market updates.

07/07/2026

Choosing a broker-dealer is about more than products and platforms. It's about finding a partner that supports your goals, values your independence and is invested in your success.

At Concorde, we're committed to helping financial professionals grow their practices with confidence.

07/03/2026

Wishing our financial professionals, sponsors, team members and their families a safe and happy Independence Day.

We hope everyone enjoys a wonderful holiday weekend.

07/01/2026

We’re excited to welcome Marc Morell as Concorde’s Chief Compliance Officer.

With more than 25 years of broker-dealer compliance leadership experience, Marc brings deep expertise that will help support our advisors and drive the firm’s continued growth.

Read more: https://altswire.com/concorde-investment-services-names-marc-morell-chief-compliance-officer/

Concorde Investment Services has hired Marc A. Morell as chief compliance officer, the Ann Arbor, Mich.-based independent broker-dealer and registered leadership, Concorde Investment Services, hire, Marc A. Morell, chief compliance officer, CCO

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.