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).

By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    409
    ACCOUNTS
  • Average Account Value
    $414,071
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
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, FL, NC, SC, TX

Financial Advisors at Concorde Financial Resources
Showing 1 - 2 of 2 top financial advisors.
1
Mary C. Ferguson
CRD#: 4463477
1836 West Us Hwy 421, Wilkesboro, NC 28697

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.

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

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.

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