Gary
Wood

Concorde Investment Management

CRD#4339022
Investment Advisor
in Dallas, TX

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About this Advisor

Gary Wood is a financial advisor based in Dallas, Texas with 31 years of relevant experience. Wood is an employee of Concorde Investment Management. They have been employed by Concorde Investment Management for their total career. Wood is able to operate in Texas. Concorde Investment Management is an advisory company that has its headquarters in Dallas, TX. It administers $341 million in assets under management across its 140 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 140 accounts, 54% belong to high-net-worth investors who have more than $1 million in assets available to invest. Concorde Investment Management provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Fees for financial management usually depend on which services are provided. Fees charged by Concorde Investment Management likely are comprised of asset-based and hourly fees.

Years Registered*

31 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1000 Three Lincoln Centre 5430 Lbj Freeway
Dallas, TX 75240-2387

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Concorde Investment Management Brokerage Details

Total Assets Under Management

$341,241,381

TX Average: $3,042,739,679
Total Number of Employees

5

TX Average: 49
Total Number of Accounts

140

TX Average: 2,315
Average Account Size

$2,437,438

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Gary Wood Work History

Gary has been registered as a financial advisor for 31 years.*

1981 - Present (43 years)

Concorde Investment Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gary Wood to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Concorde Investment Management

Gregory Wood
Dallas, TX
John Stetter
Dallas, TX
Gary Wood
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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