Concorde Financial Resources

Concorde Financial Resources (CRD# 117836) is a financial advisory firm headquartered in Wilkesboro, NC. They manage $182,778,302 in 503 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
1836 West Us Highway 421, Wilkesboro, NC 28697
http://www.concordefinancialresources.com
By the Numbers
  • Total Assets Under Management
    183
    MILLION
  • Total Number of Accounts
    503
    ACCOUNTS
  • Average Account Value
    $363,376
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, MD, NC, PA, SC, TX

Financial Advisors at Concorde Financial Resources
Showing 1 - 3 of 3 top financial advisors.
1
Mary Ferguson, financial advisor Wilkesboro NC
Mary C. Ferguson
CRD#: 4463477
1836 West Us Highway 421, Wilkesboro, NC 28697

Mary Ferguson (CRD# 4463477) is an Investment Advisor Representative working at Concorde Financial Resources in Wilkesboro, NC and has over 20 years of experience in the finance industry.

2
Wade Sanders, financial advisor Wilkesboro NC
Wade E. Sanders
CRD#: 2851976
1836 West Us Highway 421, Wilkesboro, NC 28697

Wade Sanders (CRD# 2851976) is an Investment Advisor Representative working at Concorde Financial Resources in Wilkesboro, NC and has over 27 years of experience in the finance industry.

3
Kenan Kurtz, financial advisor Wilkesboro NC
Kenan C. Kurtz
CRD#: 7462722
1836 West Us Highway 421, Wilkesboro, NC 28697

Kenan Kurtz (CRD# 7462722) is an Investment Advisor Representative working at Concorde Financial Resources in Wilkesboro, NC and has 1 year 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.

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