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Rebecca Michelle Blevins

Concord Wealth Partners

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About Rebecca Michelle Blevins

Rebecca Michelle Blevins is an Investment Advisor Representative at Concord Wealth Partners. Rebecca has been in the industry since May 2013 and has held positions at HFI Wealth Management, United Capital Financial Advisers, LLC and Andersen. Rebecca is a Certified Financial Planner and holds the Series 65 license. She is registered with the state of Maryland. Rebecca specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Rebecca Blevins is currently registered with Concord Wealth Partners. Concord Wealth Partners is an investment advisor headquartered in Abingdon, Virginia. The firm provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. Concord Wealth Partners manages assets for high net worth individuals, individuals other than high net worth, charitable organizations, and pension and profit-sharing plans. The firm has a total of 12 investment adviser representatives and 2 licensed agents.
Concord Wealth Partners

955 WEST MAIN STREET

ABINGDON, VA 24210-2427

$806.61M

Assets Under Management

4

Total Clients

11

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rebecca Blevins’s Registration & Firm History

VA

01/06/2024 - Present

Concord Wealth Partners (ABINGDON VA)

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Licenses & Designations

IA

Issued 06/26/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rebecca Michelle Blevins.
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