Concorde Financial Resources, LLC

Concorde Financial Resources, LLC (CRD# 117836) is a financial advisory firm headquartered in Wilkesboro, NC. They manage $76,285,933 in 240 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $317,858
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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.

FL, NC, SC

Financial Advisors at Concorde Financial Resources, LLC
Showing 1 - 3 of 3 top financial advisors.
1
James C. Faw
CRD#: 4463485
1702 W Us Hwy 421, Suite P, Wilkesboro, NC 28697
96
Wealthminder
score

James Faw (CRD# 4463485) is an Investment Advisor Representative working at Concorde Financial Resources, LLC in Wilkesboro, NC and has over 13 years of experience in the finance industry. James Faw 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.

2
Wade E. Sanders
CRD#: 2851976
1702 W Us Hwy 421, Suite P, Wilkesboro, NC 28697
96
Wealthminder
score

Wade Sanders (CRD# 2851976) is an Investment Advisor Representative working at Concorde Financial Resources, LLC in Wilkesboro, NC and has over 19 years of experience in the finance industry. Wade Sanders 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.

3
Mary C. Ferguson
CRD#: 4463477
1702 W Us Hwy 421, Suite P, Wilkesboro, NC 28697
93
Wealthminder
score

Mary Ferguson (CRD# 4463477) is an Investment Advisor Representative working at Concorde Financial Resources, LLC in Wilkesboro, NC and has over 13 years of experience in the finance industry.

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