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CONCORDE FINANCIAL RESOURCES

YORK, SC · CRD 117836 · IAPD ↗ · concordefinancialresources.com · 336-838-4100

$231.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
August 2026 — CONCORDE FINANCIAL RESOURCES notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2025 — CONCORDE FINANCIAL RESOURCES moved its main office from WILKESBORO, NC to YORK, SC.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
March 2024 — CONCORDE FINANCIAL RESOURCES moved its main office from NORTH WILKESBORO, NC to WILKESBORO, NC.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.