Concord Wealth Partners
Concord Wealth Partners (CRD# 118643) is a financial advisory firm headquartered in Abingdon, VA. They manage $693,837,832 in 3,010 accounts and serve the financial needs of clients across 22 states (or territories).
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Total Assets Under Management694MILLION
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Total Number of Accounts3,010ACCOUNTS
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Average Account Value$230,511
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, CO, CT, DC, FL, MA, MD, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WV
Rebecca Blevins (CRD# 6191164) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 10 years of experience in the finance industry.
Tyler Caveness (CRD# 6709664) is an Investment Advisor Representative working at Concord Wealth Partners in Roanoke, VA and has over 7 years of experience in the finance industry.
Jonathan Lopez (CRD# 1534582) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 37 years of experience in the finance industry.
Justin Lopez (CRD# 6082374) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 8 years of experience in the finance industry.
Daniel Thornton (CRD# 4253668) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 23 years of experience in the finance industry.
Adam Waitkevich (CRD# 4735172) is an Investment Advisor Representative working at Concord Wealth Partners in Worcester, MA and has over 19 years of experience in the finance industry.
Jonathan Weatherly (CRD# 4811385) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 19 years of experience in the finance industry.
John Wilson (CRD# 2685798) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 28 years of experience in the finance industry.
Edward Zywien (CRD# 1081139) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 40 years of experience in the finance industry.