Concord Wealth Partners
Legal Name: CONCORD WEALTH PARTNERS
Full Contact Details
Concord Wealth Partners
955 WEST MAIN STREET, ABINGDON, VA
276-628-5910
276-623-1593
Other Info
Concord Wealth Partners is a financial services company based in Delaware, with a team of 10 employees, 7 of which work in advisory positions. Boasting 11 clients, the company's SEC status is currently approved and has been so since its registration on March 5th, 2014.
Comprehensive Financial Planning | Concord Wealth Partners
We believe that comprehensive financial planning is the best way to ensure that our clients are prepared for all of life's challenges.
Comprehensive Financial Planning | Concord Wealth Partners
We believe that comprehensive financial planning is the best way to ensure that our clients are prepared for all of life's challenges.
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Direct Owners
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JONATHAN ROBERT WEATHERLY
CHIEF COMPLIANCE OFFICER owns less than 5%
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JONATHAN WADE LOPEZ
PRINCIPAL/DIRECTOR owns less than 5%
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LOPEZ WEALTH MANAGEMENT GROUP, LLC
MANAGING MEMBER owns 75% or more