Bryan C. Anderson
CONCORD WEALTH PARTNERS | Benefits & Planning Consultant, Executive Services
ABINGDON, VA 24210-2427
CRD#: 7063690
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Bryan Cody AndersonCONCORD WEALTH PARTNERS
Professional summary
Bryan Cody Anderson, CFP®, who also goes by Cody Anderson, is a registered financial advisor currently at CONCORD WEALTH PARTNERS located in Abingdon, Virginia.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Bryan has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
As your Benefits and Planning Consultant, I strive to build life-long, personal relationships with clients to understand their short and long-term financial goals. I leverage Fidelity's vast resources and unique employer benefits knowledge to create comprehensive financial plans with my clients. The trust that a client places in me is something I do not take lightly. My work-ethic, integrity, and continual professional development are a few of the ways I strive to continue to earn that trust.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cody Anderson
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.
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Cody Anderson's 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®
Education
Virginia Poly Institute & State University
Master of Public Health - Health Education
2017
East Tennessee State University
Physical Education - Exercise Science
2014
Experience
Current
June 3, 2026 - Present
CONCORD WEALTH PARTNERS
Office #1: 955 West Main Street, Abingdon, VA 24210-2427RIA
CRD#: 118643
ABINGDON, VA
Past
March 31, 2025 - May 19, 2026
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BLOUNTVILLE, TN
Past
June 2, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
KINGSPORT, TN
Past
May 12, 2021 - May 19, 2026
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
JOHNSON CITY, TN
Past
May 20, 2019 - May 3, 2021
EDWARD JONES
RIA
CRD#: 250
GREENEVILLE, TN
Past
March 18, 2019 - May 3, 2021
EDWARD JONES
BD
CRD#: 250
GREENEVILLE, TN
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".
CW
CONCORD WEALTH PARTNERS
CAVENESS WEALTH ADVISORY, LLC | THE FINANCIAL STRATEGIES GROUP | LOPEZ WEALTH MANAGEMENT, LLC | LOPEZ & ASSOCIATES LLC | DABAREINER WEALTH MANAGEMENT GROUP | 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)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
Virginia(6/3/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/18/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
CW
CONCORD WEALTH PARTNERS
CAVENESS WEALTH ADVISORY, LLC | THE FINANCIAL STRATEGIES GROUP | LOPEZ WEALTH MANAGEMENT, LLC | LOPEZ & ASSOCIATES LLC | DABAREINER WEALTH MANAGEMENT GROUP | 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)Loading...
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
15
SEC notice filing (23 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,264 |
| AUM (Assets Under Management) | $ 945,957,742 |
Red Flags
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Company Information
CONCORD WEALTH PARTNERS
Benefits & Planning Consultant, Executive ServicesCRD#: 118643Abingdon, VA 24210-2427TRUST BUT VERIFY
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Contact information
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