Tag : Danielle Delongchamp

DST.com Joins Concorde Investment Services, Launching Platform for DST Investors and Advisor Business Development
Finance Investment Services News

DST.com Joins Concorde Investment Services, Launching Platform for DST Investors and Advisor Business Development

PR Newswire
by PR Newswire0
Concorde Investment Services, a leading independent broker-dealer and registered investment advisor serving financial advisors nationwide, announced that DST.com, a newly launched platform designed to modernize how investors access Delaware statutory trust offerings, has joined the Concorde platform. The relationship also includes a business development platform intended to connect Concorde-affiliated advisors......
Concorde Welcomes Independent Financial Advisor Ashley Romiti to Broker-Dealer Platform
Finance Investment Services News

Concorde Welcomes Independent Financial Advisor Ashley Romiti to Broker-Dealer Platform

PR Newswire
by PR Newswire0
Concorde announced that Ashley Romiti, founder and president of GCA 1031, has joined the firm’s broker-dealer, Concorde Investment Services. Romiti specializes in tax-advantaged investment strategies for real estate owners. “Ashley brings deep expertise in 1031 exchanges and real estate transition strategies, along with a disciplined, investor-first approach that aligns well with......
Concorde Investment Services Announces Adoption of AltsIllustrator™, a Powerful New Analytics Platform for Alternative Investments
Finance Investment Services News

Concorde Investment Services Announces Adoption of AltsIllustrator™, a Powerful New Analytics Platform for Alternative Investments

PR Newswire
by PR Newswire0
Concorde Investment Services, a leading independent broker-dealer and registered investment adviser platform serving financial advisors nationwide, announced the firmwide adoption of AltsIllustrator™, an innovative analytics and comparison platform developed by two financial advisors within the Concorde system. The new tool is now available to all Concorde-affiliated advisors to support deeper......
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