Vision Financial Concepts
Vision Financial Concepts (CRD# 124611) is a financial advisory firm headquartered in Athens, GA. They manage $5,188,089 in 37 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts37ACCOUNTS
Average Account Value$140,219
- 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
- Selection of other advisers (including private fund managers)
Judson Mallard (CRD# 2066913) is an Investment Advisor Representative working at Vision Financial Concepts in Athens, GA and has over 27 years of experience in the finance industry. Judson Mallard 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.