Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Daron is an Investment Advisor Representative at Concordia Wealth Management, LLC. James is registered with the state of Massachusetts and Texas. James Daron has been with Concordia Wealth Management, LLC since September 2013.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Family office services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
11/03/2020 - Present
Concordia Wealth Management, LLC (CHELMSFORD MA)
IA
Issued 03/07/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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