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Jessica Marie Trunck

CONCORDE FINANCIAL RESOURCES I INC.·WILKESBORO, North Carolina
SIE, Series 7, Series 14, Series 24, Series 52, Series 66, Series 99TOClean record11 years registeredCONCORDE 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. · 11 years registered
Brand Profile
Not yet started
01

Career History

WESTMINSTER FINANCIAL ADVISORY CORP
Sep 2014 – present
COMPASS FINANCIAL MANAGEMENT LLC
Aug 2018 – Dec 2019
Dayton, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 52
Series 66
Series 99TO
Registration record
First registered · September 2, 2014
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CONCORDE FINANCIAL RESOURCES I INC.
CRD 117836 · SEC 801-113094
AUM
$183M
Regulatory assets under management
Employees
3
503 client accounts
Services offered by CONCORDE FINANCIAL RESOURCES I INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CONCORDE FINANCIAL RESOURCES I INC. →
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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.
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Other Advisors at CONCORDE FINANCIAL RESOURCES I INC.

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

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (332)RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideASHEVILLE GuideCHAPEL HILL Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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