Wade Lopez
Directeur Général chez Concord Wealth Partners LLC
Profil
Mr. Jonathan W.
Lopez is a Founder & Chief Executive Officer at Concord Wealth Partners LLC.
His career began immediately upon graduating college and has worked in wealth management since.
Mr. Lopez was previously employed as a Principal by DeWaay Financial Network LLC, a Principal by IDS Life Insurance Co., and a Principal by American Express Financial Advisors, Inc.
He received his undergraduate degree from Concord University.
He is Certified Financial Planner, Certified Senior Advisor and Long Term Care Professional.
He holds the FINRA Series 6, 7, 24 and 63 licenses.
Postes actifs de Wade Lopez
| Sociétés | Poste | Début |
|---|---|---|
Concord Wealth Partners LLC
 Concord Wealth Partners LLC Investment ManagersFinance Concord Wealth Partners LLC (CWP) is a SEC-registered investment advisor and wealth management firm headquartered in Abingdon, Virginia. The firm was founded by J. Wade Lopez in 2002 as Lopez Wealth Management LLC. They are owned by Concord Wealth Holdings LLC. CWP provides investment advisory services to individuals, high net-worth individuals, corporations, trusts, estates and charitable organizations. | Directeur Général | 01/01/2002 |
Anciens postes connus de Wade Lopez
| Sociétés | Poste | Fin |
|---|---|---|
DeWaay Financial Network LLC
 DeWaay Financial Network LLC Investment Banks/BrokersFinance DeWaay Financial Network LLC engages in the provision of brokerage services. The company is headquartered in Johnston, IA. | Corporate Officer/Principal | 01/08/2012 |
IDS Life Insurance Co.
 IDS Life Insurance Co. Insurance Brokers/ServicesFinance IDS Life Insurance Co. provided insurance services. It was a life insurance company with four wholly-owned operating subsidiaries: IDS Life Insurance Company of New York, American Partners Life Insurance Company, American Enterprise Life Insurance Company and American Centurion Life Assurance Company. The company was headquartered in Minneapolis, MN. | Corporate Officer/Principal | 02/01/2002 |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | 01/01/2002 |
Formation de Wade Lopez
| Concord University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
IDS Life Insurance Co.
IDS Life Insurance Co. Insurance Brokers/ServicesFinance IDS Life Insurance Co. provided insurance services. It was a life insurance company with four wholly-owned operating subsidiaries: IDS Life Insurance Company of New York, American Partners Life Insurance Company, American Enterprise Life Insurance Company and American Centurion Life Assurance Company. The company was headquartered in Minneapolis, MN. | Finance |
| American Express Financial Advisors, Inc. | |
DeWaay Financial Network LLC
DeWaay Financial Network LLC Investment Banks/BrokersFinance DeWaay Financial Network LLC engages in the provision of brokerage services. The company is headquartered in Johnston, IA. | Finance |
Concord Wealth Partners LLC
Concord Wealth Partners LLC Investment ManagersFinance Concord Wealth Partners LLC (CWP) is a SEC-registered investment advisor and wealth management firm headquartered in Abingdon, Virginia. The firm was founded by J. Wade Lopez in 2002 as Lopez Wealth Management LLC. They are owned by Concord Wealth Holdings LLC. CWP provides investment advisory services to individuals, high net-worth individuals, corporations, trusts, estates and charitable organizations. | Finance |
