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Gary Neil Aiken

CONCORD WEALTH PARTNERS·ABINGDON, Virginia
Series 65Clean record14 years registeredCONCORD WEALTH PARTNERS
955 WEST MAIN STREET, ABINGDON, VA 24210-2427CRD# 5966206Firm CRD# 118643

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gary Neil Aiken · ABINGDON, VA
Registration
CRD #5966206 · CONCORD WEALTH PARTNERS · 14 years registered
Brand Profile
Not yet started
01

Career History

CONCORD WEALTH PARTNERS
Apr 2025 – present
CONCORD ASSET MANAGEMENT, LLC
Dec 2022 – present
KINCAID CAPITAL ADVISORS LLC
Oct 2011 – Dec 2013
FALLS CHURCH, VA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 19, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CONCORD WEALTH PARTNERS
CRD 118643 · SEC 801-79249
AUM
$807M
Regulatory assets under management
Employees
18
3,085 client accounts
Services offered by CONCORD WEALTH PARTNERS
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CONCORD WEALTH PARTNERS →
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05

Frequently Asked Questions

What services does Gary Neil Aiken offer?
Gary Neil Aiken specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ABINGDON, Virginia for a consultation.
What are Gary Neil Aiken's credentials?
Gary Neil Aiken is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Neil Aiken located?
Gary Neil Aiken is based in ABINGDON, Virginia, working with CONCORD WEALTH PARTNERS. Their office serves clients in the ABINGDON metropolitan area and surrounding communities.
How does Gary Neil Aiken charge for services?
Gary Neil Aiken's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONCORD WEALTH PARTNERS?
CONCORD WEALTH PARTNERS has approximately 18 employees and manages $807M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CONCORD WEALTH PARTNERS

Jonathan Wade Lopez
ABINGDON, VA
CFP
David Thomas Jones
ABINGDON, VA
CFP
Jonathan Robert Weatherly
ABINGDON, VA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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