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Jessica Marie Trunck

CONCORDE FINANCIAL RESOURCES I INC.·WILKESBORO, North Carolina
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1836 WEST US HIGHWAY 421, WILKESBORO, NC 28697CRD# 4561886Firm CRD# 117836
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
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
No disclosures on file
View on FINRA BrokerCheck →

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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 in WILKESBORO
Mary Catherine Ferguson — CONCORDE FINANCIAL RESOURCES I INC.James Clayton Faw — CONCORDE FINANCIAL RESOURCES I INC.Wade Earl Sanders — CONCORDE FINANCIAL RESOURCES I INC.
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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