James Daron, financial advisor Concord MA

James Daron

CRD Number: 6424663
Current Firm: Concordia Wealth Management, LLC

James Daron (CRD# 6424663) is an Investment Advisor Representative working at Concordia Wealth Management, LLC in Concord, MA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Concordia Wealth Management, LLC Concord, MA Sep 2013 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2015
Contact Info for James P. Daron
Phone Number: (978) 371-7044
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    170
    MILLIONS
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $1,385,592
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

MA, NY, TX

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