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Gary Brent Wood

Concorde Investment Management

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About Gary Brent Wood

Gary Brent Wood is a registered Investment Advisor Representative associated with Concorde Investment Management. Gary has been in the industry since 1981 and is licensed to provide financial advice in Texas. Gary and his firm, Concorde Investment Management, provide portfolio management for individuals, businesses, and investment companies. The firm also offers advisory services to other investment advisors.

Firm Information

Gary Wood is currently registered with Concorde Investment Management. Concorde Investment Management is a Dallas, TX-based investment advisor with $358.7 million in regulatory assets under management. They offer advisory services to individuals, businesses, investment companies, and other investment advisors. Their services include financial planning, portfolio management for individuals, businesses, and investment companies, and advisory services to other investment advisors.
Concorde Investment Management

8383 PRESTON CENTER PLAZA DRIVE

DALLAS, TX 75225

$358.71M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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advisory services to other investment advisers

Advisory services to other investment advisers

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gary Wood’s Registration & Firm History

TX

03/31/1992 - Present

Concorde Investment Management (DALLAS TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gary Brent Wood.
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