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Concord Asset Management, LLC CRD 310710
$639M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
955 West Main Street, Abingdon, VA 24210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-01-08 |
Branch Locations
955 West Main Street, Abingdon, VA 24210-2427 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2006-03-02 |
Branch Locations
955 West Main Street, Abingdon, VA 24210-2427 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concord Wealth Partners | Abingdon | VA | 05/2004 | Present |
1)LOPEZ WEALTH MANAGEMENT LLC; 2)PERSHING NETEXCHANGE ADVISORY BOARD ONE PERSHING PLAZA JERSEY CITY, NJ 07399 TITLE: MEMBER OF ADVISORY BOARD START DATE: 03/22/2011 NOT CONTROL PERSON 3)MEMBER-DUNHAM ADVISORY BOARD (DUNHAM & ASSOCIATES) P.O. BOX 910309 SAN DIEGO, CA 92191. START DATE: 03/2010, NO COMPENSATION RECEIVED, NOT A CONTROL PERSON.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-17 |
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