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CONCORDE FINANCIAL RESOURCES I INC.
CONCORDE FINANCIAL RESOURCES I INC.
CONCORDE FINANCIAL RESOURCES
WILKESBORO, North Carolina
·
4 registered advisors
·
CRD# 117836
SEC# 801-113094
1
336-838-4100
01
Firm Overview
AUM
$183M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at CONCORDE FINANCIAL RESOURCES I INC.
4 registered advisors
James Clayton Faw
WILKESBORO, North Carolina
CRD# 4463485
Jessica Marie Trunck
WILKESBORO, North Carolina
CRD# 4561886
Mary Catherine Ferguson
WILKESBORO, North Carolina
CRD# 4463477
Wade Earl Sanders
WILKESBORO, North Carolina
CRD# 2851976
05
Office Locations
WILKESBORO, North Carolina
4 advisors
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Data sourced from SEC Form ADV filings. CONCORDE FINANCIAL RESOURCES I INC. (CRD# 117836) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.