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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn French Wilson is a financial advisor who has been in the financial services industry for over 20 years. John is an investment advisor representative with Concord Wealth Partners, and is registered to provide investment advice in Massachusetts. John has experience working with a wide range of clients, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. John's firm provides a variety of financial services, including financial planning, selection of other advisors, and portfolio management for individuals and businesses. John is committed to providing his clients with personalized financial advice and guidance.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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VA
10/25/2021 - Present
Concord Wealth Partners (ABINGDON VA)
MA
04/20/2000 - 10/03/2016
TRIAD ADVISORS, INC. (Westborough MA)
SC
01/17/1996 - 04/25/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 12/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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