Privacy Policy

Privacy Policy

We do not seek private personal or financial information via email. Assume such requests are not from an authentic source and contact us directly as noted above. To help protect your privacy, we strongly recommend that you avoid sending private information, such as full account numbers and social security numbers, through email. Requests to buy or sell securities that are received by email will not be accepted and will not be processed. Securities products offered through Concorde Investment Services, LLC, member FINRA/SIPC; advisory services offered through Concorde Asset Management, LLC, an SEC registered investment adviser; and insurance offered through Concorde Insurance Agency, Inc. (collectively referred to as “Concorde”). Depending on the type of services used at Concorde, individual representative offerings and affiliations may vary. By emailing Concorde you are consenting to all emails being automatically archived, accessed by authorized personnel, and produced to third-parties where required by applicable laws.
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