Daniel Thornton, financial advisor Abingdon VA

Daniel Thornton

CRD Number: 4253668
Current Firm: Concord Wealth Partners

Daniel Thornton (CRD# 4253668) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Concord Wealth Partners Abingdon, VA Dec 2020 - Current < 1
Bank Of America,na Charlottesville, VA Dec 2009 - Dec 2020 11
Merrill Lynch, Pierce, Fenner & Smith Charlottesville, VA Jul 2000 - Dec 2020 20
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2000
Contact Info for Daniel T. Thornton
Phone Number: 276-628-5910
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    342
    MILLIONS
  • Total Number of Accounts
    1,509
    ACCOUNTS
  • Average Account Value
    $226,555
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

CO, DC, FL, MD, NC, NY, OH, SC, TN, TX, VA, WV

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