Vision Financial Concepts
Vision Financial Concepts (CRD# 124611) is a financial advisory firm headquartered in Athens, GA. They manage $3,671,658 in 65 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Vision Financial Concepts
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts65ACCOUNTS
-
Average Account Value$56,487
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA
Financial Advisors at Vision Financial Concepts
1
Judson Mallard (CRD# 2066913) is an Investment Advisor Representative working at Vision Financial Concepts in Athens, GA and has over 33 years of experience in the finance industry.
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