Menu
Concorde Financial Resources
North Wilkesboro, North Carolina
Concorde Financial Resources is a small investment advisory firm located in North Wilkesboro, NC, with a strong presence in the financial services industry. With over 170 individual clients and assets under management exceeding $173,839,000, the company has established a solid reputation for delivering comprehensive investment solutions.
Operating from two offices, Concorde Financial Resources offers a range of services to its diverse clientele. As a registered representative of a broker-dealer and an insurance broker or agent, they are well-equipped to address various investment and insurance needs. Notably, the firm has accumul...see more
Assets Under Mgmt
$173.84M
Investment Professionals
2
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Other Business Activities
- Registered representative of a broker-dealer
- Insurance broker or agent
Reviews for Concorde Financial Resources
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.