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CONCORD WEALTH PARTNERS
CONCORD WEALTH PARTNERS
ABINGDON, Virginia
·
4 registered advisors
·
CRD# 118643
SEC# 801-79249
6
276-628-5910
01
Firm Overview
AUM
$807M
Regulatory assets under management
Employees
18
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CONCORD WEALTH PARTNERS
4 registered advisors
David Thomas Jones
ABINGDON, Virginia
CRD# 2991503
Gary Neil Aiken
ABINGDON, Virginia
CRD# 5966206
Jonathan Robert Weatherly
ABINGDON, Virginia
CRD# 4811385
Jonathan Wade Lopez
ABINGDON, Virginia
CRD# 1534582
05
Office Locations
ABINGDON, Virginia
4 advisors
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Data sourced from SEC Form ADV filings. CONCORD WEALTH PARTNERS (CRD# 118643) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.