Wade Lopez
Vorstandsvorsitzender bei Concord Wealth Partners LLC
Aktive Positionen von Wade Lopez
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
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. | Vorstandsvorsitzender | 01.01.2002 | - |
| Gründer | 01.01.2002 | - | |
| Präsident | 01.01.2002 | - |
Karriereverlauf von Wade Lopez
Ehemalige bekannte Positionen von Wade Lopez
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
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 | 01.11.2008 | 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 | 01.10.1999 | 02.01.2002 |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | 01.04.1987 | 01.01.2002 |
Ausbildung von Wade Lopez
| Concord University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 6 |
Operativ
| Corporate Officer/Principal | 3 |
| Chief Executive Officer | 1 |
| Founder | 1 |
Sektoral
| Finance | 4 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 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 |
- Börse
- Insiders
- Wade Lopez
- Erfahrung
