AdvisorOS Directory
Claim Profile
WS

Wade Earl Sanders

CONCORDE FINANCIAL RESOURCES I INC.·WILKESBORO, North Carolina
Unclaimed Profile
1836 WEST US HIGHWAY 421, WILKESBORO, NC 28697CRD# 2851976Firm CRD# 117836
01

About

Wade Earl Sanders 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# 2851976
Firm CRD# 117836
No disclosures on file
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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Wade Earl Sanders offer?
Wade Earl Sanders specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WILKESBORO, North Carolina for a consultation.
What are Wade Earl Sanders's credentials?
Wade Earl Sanders is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wade Earl Sanders located?
Wade Earl Sanders 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 Wade Earl Sanders charge for services?
Wade Earl Sanders'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 in WILKESBORO
Mary Catherine Ferguson — CONCORDE FINANCIAL RESOURCES I INC.James Clayton Faw — CONCORDE FINANCIAL RESOURCES I INC.Jessica Marie Trunck — 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile