Concorde Financial Resources
Concorde Financial Resources (CRD# 117836) is a financial advisory firm headquartered in Wilkesboro, NC. They manage $169,355,041 in 409 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management169MILLION
Total Number of Accounts409ACCOUNTS
Average Account Value$414,071
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
CO, FL, NC, SC, TX
Mary Ferguson (CRD# 4463477) is an Investment Advisor Representative working at Concorde Financial Resources in Wilkesboro, NC and has over 18 years of experience in the finance industry.
Wade Sanders (CRD# 2851976) is an Investment Advisor Representative working at Concorde Financial Resources in Wilkesboro, NC and has over 24 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.