Rebecca Blevins, financial advisor Abingdon VA

Rebecca Blevins

CRD Number: 6191164
Current Firm: Concord Wealth Partners

Rebecca Blevins (CRD# 6191164) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 10 years of experience in the finance industry. Rebecca Blevins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Concord Wealth Partners Rockville, MD Jan 2022 - Current 2
Andersen Mclean, VA May 2018 - Current 5
United Capital Financial Advisers, LLC Newport Beach, CA Apr 2016 - Apr 2018 2
Hfi Wealth Management Sheperdstown, WV May 2013 - Apr 2016 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Rebecca M. Blevins
Phone Number: 276-628-5910
Registered State(s):
By the Numbers
  • Total Assets Under Management
    694
    MILLIONS
  • Total Number of Accounts
    3,010
    ACCOUNTS
  • Average Account Value
    $230,511
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, CT, DC, FL, MA, MD, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WV

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