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Gregory Brent Wood

Concorde Investment Management

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About Gregory Brent Wood

Gregory Brent Wood is an Investment Advisor Representative associated with Concorde Investment Management. Gregory has been in the industry since December 2010 and is registered in Texas. Gregory is a Series 65 licensed advisor. Gregory is experienced in providing financial planning and portfolio management services for individuals, businesses, and investment companies.

Firm Information

Gregory 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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Gregory Wood’s Registration & Firm History

TX

09/16/2014 - Present

Concorde Investment Management (DALLAS TX)

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Licenses & Designations

IA

Issued 09/16/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Brent Wood.
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