AdvisorOS Directory
Claim Profile
Unclaimed Profile
JT

Jessica Marie Trunck

CONCORDE FINANCIAL RESOURCES I INC.·WILKESBORO, North Carolina
Clean recordCONCORDE FINANCIAL RESOURCES I INC.
1836 WEST US HIGHWAY 421, WILKESBORO, NC 28697CRD# 4561886Firm CRD# 117836

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jessica Marie Trunck · WILKESBORO, NC
Registration
CRD #4561886 · CONCORDE FINANCIAL RESOURCES I INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jessica Marie Trunck is a registered financial advisor based in WILKESBORO, North Carolina, affiliated with CONCORDE FINANCIAL RESOURCES I INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Jessica

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jessica is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
CONCORDE FINANCIAL RESOURCES I INC.
CONCORDE FINANCIAL RESOURCES
AUM
$183M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CONCORDE FINANCIAL RESOURCES I INC. →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4561886
Firm CRD# 117836
View on FINRA BrokerCheck →

Looking for a financial advisor in WILKESBORO?

Browse all registered financial advisors in WILKESBORO, North Carolina or claim this profile if it's yours.

Browse WILKESBORO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jessica Marie Trunck offer?
Jessica Marie Trunck specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WILKESBORO, North Carolina for a consultation.
What are Jessica Marie Trunck's credentials?
Jessica Marie Trunck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jessica Marie Trunck located?
Jessica Marie Trunck is based in WILKESBORO, North Carolina, working with CONCORDE FINANCIAL RESOURCES I INC.. Their office serves clients in the WILKESBORO metropolitan area and surrounding communities.
How does Jessica Marie Trunck charge for services?
Jessica Marie Trunck's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONCORDE FINANCIAL RESOURCES I INC.?
CONCORDE FINANCIAL RESOURCES I INC. has approximately 3 employees and manages $183M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CONCORDE FINANCIAL RESOURCES I INC.

Mary Catherine Ferguson
WILKESBORO, NC
Wade Earl Sanders
WILKESBORO, NC
James Clayton Faw
WILKESBORO, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Request removal of this profile