James
Daron
Concordia Wealth Management, LLC
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About this Advisor
James Daron is a financial advisor based in Concord, Massachusetts, working with Concordia Wealth Management, LLC. James has previously held a position at Concordia Wealth Management, LLC. James has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts and Texas. Currently, James is part of Concordia Wealth Management, LLC, which operates out of Concord, Massachusetts. The firm has one office and three employees. The firm manages assets totaling $170.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Concordia Wealth Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Concordia Wealth Management, LLC Brokerage Details
$170,427,780
3
123
$1,385,592
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
James Daron Work History
Concordia Wealth Management, LLC
Disclosures
Please visit the SEC profile of James Daron to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Concordia Wealth Management, LLC
Concord, MA
Concord, MA
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