David Spencer Edwards
Investment adviser representative at Concorde Asset Management, LLC
12 yearsExperience
1 stateRegistered in
$598.4MFirm assets
14 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Concorde Asset Management, LLCAug 2026 to now
- Concorde Investment Services, LLCJan 2026 to now
- Bridgepoint CapitalNov 2019 to now
- Bpi MidstreamMar 2017 to Nov 2019
- Boh IncOct 2014 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
Concorde Asset Management, LLC
$598.4MAssets managed
3,705Clients
79Advisers
14 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
- 8153669
- Firm CRD
- 140367