Arcon Concepcion (CRD# 4912985) is an Investment Advisor Representative working at Lpl Financial LLC in Charles City, IA and has over 14 years of experience in the finance industry.
CRD# 5204878
Cetera Investment Advisers LLC
CRD# 7024332
Edward Jones
CRD# 2275932
Accel Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Charles City, IA | Oct 2021 - Current | 2 |
| First Citizens Bank | Charles City, IA | Jun 2017 - Current | 6 |
| Cetera Investment Advisers LLC | Charles City, IA | Aug 2021 - Oct 2021 | < 1 |
| Cetera Investment Services LLC | St.cloud, MN | Jun 2017 - Sep 2021 | 4 |
| Broker Dealer Investment Services | Charles City, IA | Jul 2009 - Jun 2017 | 7 |
| First Security Bank &t | Charles City, IA | Dec 2006 - Jun 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- IA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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