Barbara Spicer
Concorde Investment Management · Dallas, Texas
Barbara Spicer is a fee-only financial advisor at Concorde Investment Management in Dallas, Texas. Barbara focuses on family wealth transfer. Concorde Investment Management reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Barbara →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Concorde Investment Management |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $376.2M across 378 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7235166 |
| Exams passed | Series 65 (2023) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.concordeco.com |
How Barbara's firm compares
- Concorde Investment Management's average account is about $995,000, from its Form ADV (assets managed divided by 378 accounts).
Request an introduction to Barbara
Tell Barbara a little about what you're looking for. Barbara isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Barbara
Is Barbara Spicer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Barbara holds no broker registration, and Concorde Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Barbara charge for financial advice?
Barbara's firm, Concorde Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Barbara Spicer based?
Barbara Spicer is based in Dallas, Texas.
What does Barbara specialize in?
Barbara's specialties include family wealth transfer. Barbara works with multi-generational families.
Is Barbara Spicer registered with the SEC?
Yes. Barbara Spicer is registered as an investment adviser representative in TX (CRD 7235166), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Concorde Investment Management manage?
Concorde Investment Management reports $376.2M across 378 accounts in assets under management.
How do I contact Barbara Spicer?
Through Barbara's website, www.concordeco.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Concorde Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.