Concord Wealth Partners

Concord Wealth Partners (CRD# 118643) is a financial advisory firm headquartered in Abingdon, VA. They manage $341,871,635 in 1,509 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    342
    MILLION
  • Total Number of Accounts
    1,509
    ACCOUNTS
  • Average Account Value
    $226,555
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, DC, FL, MD, NC, NY, OH, SC, TN, TX, VA, WV

Financial Advisors at Concord Wealth Partners
Showing 1 - 7 of 7 top financial advisors.
1
Tyler D. Caveness
CRD#: 6709664
5604 Starkey Road, Roanoke, VA 24018

Tyler Caveness (CRD# 6709664) is an Investment Advisor Representative working at Concord Wealth Partners in Roanoke, VA and has over 4 years of experience in the finance industry.

2
Juan J. Garcia
CRD#: 7082690
Po Box 821, Abingdon, VA 24212

Juan Garcia (CRD# 7082690) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 2 years of experience in the finance industry.

3
Jonathan W. Lopez
CRD#: 1534582
Abingdon, VA 24210

Jonathan Lopez (CRD# 1534582) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 34 years of experience in the finance industry. Jonathan Lopez 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.

4
Justin W. Lopez
CRD#: 6082374
955 West Main Street, Abingdon, VA 24210

Justin Lopez (CRD# 6082374) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 4 years of experience in the finance industry.

5
Gail Maidenbaum
CRD#: 1882772
11400 Rockville Pike, Suite 500, Rockville, MD 20852

Gail Maidenbaum (CRD# 1882772) is an Investment Advisor Representative working at Concord Wealth Partners in Rockville, MD and has over 31 years of experience in the finance industry.

6
Jonathan R. Weatherly
CRD#: 4811385
955 West Main Street, Abingdon, VA 24210

Jonathan Weatherly (CRD# 4811385) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 16 years of experience in the finance industry.

7
Mitchell P. York
CRD#: 2836105
955 West Main Street, Abingdon, VA 24210

Mitchell York (CRD# 2836105) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 23 years of experience in the finance industry.

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