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).

Current Firm Details
955 West Main Street, Abingdon, VA 24210
https://www.finstratgr.com
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 Caveness, financial advisor Roanoke VA
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 Garcia, financial advisor Abingdon VA
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 Lopez, financial advisor Abingdon VA
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 Lopez, financial advisor Abingdon VA
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, financial advisor Rockville MD
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 Weatherly, financial advisor Abingdon VA
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 York, financial advisor Abingdon VA
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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