client portal

I am a Current Client

I am a Prospective Client

CONTACT



602-889-6500



8390 E. Via de Ventura
Suite F-205
Scottsdale, AZ 85258

FINRA BrokerCheck is an important tool for investors to use to help them make informed choices about the individuals and firms with which they conduct business.

Randall B. Stoltz offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser.

To access Concorde’s Form Customer Relationship Summary (CRS), please click here. CIS and CAM are also independent of the Alliance companies listed herein. All entities do not offer tax or legal advice. Please consult with the appropriate professional regarding your individual circumstance.

This site, including videos and material, is for informational purposes only and does not constitute an offer to buy or sell any investment. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against a loss. Alternative investments involve specific risks that may be greater than those associated with traditional investments which include, but not limited to, illiquidity, loss of entire principal, declining market values, and tenant vacancies and may be offered only to clients who meet specific suitability requirements, including minimum income & net worth parameters. Because investors situations and objectives vary this information is not intended to indicate suitability for any particular investor.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state through every advisor listed.