Barbara Elizabeth Spicer
Investment adviser representative at Concorde Investment Management
12 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
12 years in the industry.
- Concorde Investment ManagementMar 2014 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7235166
- Firm CRD
- 105237