Rebecca M. Blevins

CONCORD WEALTH PARTNERS

Rockville, MD 20852

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CRD#: 6191164

Professional summary

Rebecca Michelle Blevins, CFP®, CPWA®, who also goes by Becky Blevins, is a registered financial advisor currently at CONCORD WEALTH PARTNERS located in Rockville, Maryland.

Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Rebecca has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Becky Blevins

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebecca Michelle Blevins's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

CPWA^®

Certified Private Wealth Advisor

Start date: 2020-10-26

Expire date: 2024-09-30

Experience

Current

January 24, 2022 - Present

CONCORD WEALTH PARTNERS

Office #1: 11400 Rockville Pike Suite 500, Rockville, MD 20852

RIA

CRD#: 118643

Rockville, MD

Past

April 18, 2018 - May 26, 2022

ANDERSEN

RIA

CRD#: 124205

MCLEAN, VA

Past

April 1, 2016 - April 6, 2018

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

WINCHESTER, VA

Past

June 26, 2013 - April 1, 2016

HFI WEALTH MANAGEMENT

RIA

CRD#: 121275

WINCHESTER, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CONCORD WEALTH PARTNERS

CRD#: 118643 / SEC#: 801-79249

RIA

Registered Investment Advisory firm - (3/5/2014 Approved)

Florida

Registered Investment Advisory firm - (6/6/2013 Terminated)

North Carolina

Registered Investment Advisory firm - (6/6/2013 Terminated)

Tennessee

Registered Investment Advisory firm - (4/6/2014 Terminated)

Texas

Registered Investment Advisory firm - (3/7/2014 Terminated)

Virginia

Registered Investment Advisory firm - (3/10/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(1/24/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/26/2013

Uniform Investment Adviser Law Examination

Current Firm

CONCORD WEALTH PARTNERS

CRD#: 118643 / SEC#: 801-79249

RIA

Registered Investment Advisory firm - (3/5/2014 Approved)

Florida

Registered Investment Advisory firm - (6/6/2013 Terminated)

North Carolina

Registered Investment Advisory firm - (6/6/2013 Terminated)

Tennessee

Registered Investment Advisory firm - (4/6/2014 Terminated)

Texas

Registered Investment Advisory firm - (3/7/2014 Terminated)

Virginia

Registered Investment Advisory firm - (3/10/2014 Terminated)

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Contact information

Main Address

955 West Main Street, Abingdon, VA 24210-2427

Mailing Address

Phone number

(276) 628-5910

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (5/30/2025)

Regulatory assets under management

Total Number of Accounts	3,264
AUM (Assets Under Management)	$ 945,957,742

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Rebecca M. Blevins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebecca Michelle Blevins's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONCORD WEALTH PARTNERS

ANDERSEN

UNITED CAPITAL FINANCIAL ADVISORS

HFI WEALTH MANAGEMENT

Primary Firm SEC Registration

CONCORD WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/26/2013

Current Firm

CONCORD WEALTH PARTNERS

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONCORD WEALTH PARTNERS

TRUST BUT VERIFY

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