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Gary Brent Wood

Investment adviser representative at Concorde Investment Management
45 yearsExperience
1 stateRegistered in
$376.2MFirm assets
44 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

45 years in the industry.

  1. Concorde Investment ManagementOct 1981 to now

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (TX).

Concorde Investment Management

Legal name: Concorde Financial Corporation

$376.2MAssets managed
132Clients
4Advisers
44 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4339022
Firm CRD
105237
Advisor's SEC record (opens in a new tab)
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