Concord Wealth Partners

Concord Wealth Partners (CRD# 118643) is a financial advisory firm headquartered in Abingdon, VA. They manage $693,837,832 in 3,010 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    694
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Concord Wealth Partners
Showing 1 - 9 of 9 top financial advisors.
1
Rebecca M. Blevins
CRD#: 6191164
955 West Main Street, Abingdon, VA 24210

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.

2
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 7 years of experience in the finance industry.

3
Jonathan W. Lopez
CRD#: 1534582
955 West Main St., Abingdon, VA 24210

Jonathan Lopez (CRD# 1534582) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 37 years of experience in the finance industry.

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 8 years of experience in the finance industry.

5
Daniel T. Thornton
CRD#: 4253668
955 West Main Street, Abingdon, VA 24210

Daniel Thornton (CRD# 4253668) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 23 years of experience in the finance industry.

6
Adam A. Waitkevich
CRD#: 4735172
1 Kelley Square, Suite 302, Worcester, MA 01610

Adam Waitkevich (CRD# 4735172) is an Investment Advisor Representative working at Concord Wealth Partners in Worcester, MA and has over 19 years of experience in the finance industry.

7
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 19 years of experience in the finance industry.

8
John F. Wilson
CRD#: 2685798
955 West Main Street, Abingdon, VA 24210

John Wilson (CRD# 2685798) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 28 years of experience in the finance industry.

9
Edward J. Zywien
CRD#: 1081139
955 West Main Street, Abingdon, VA 24210

Edward Zywien (CRD# 1081139) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 40 years of experience in the finance industry.

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