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).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $140,219
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

GA

Financial Advisors at Vision Financial Concepts
Showing 1 - 1 of 1 top financial advisors.
1
Judson D. Mallard
CRD#: 2066913
855 Sunset Dr., Suite 7, Athens, GA 30606
96
Wealthminder
score

Judson Mallard (CRD# 2066913) is an Investment Advisor Representative working at Vision Financial Concepts in Athens, GA and has over 26 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.

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