Equity Concepts LLC
Description
Address: 2550 Gaskins Rd A, Henrico, VA 23238 Hours: Open ⋅ Closes 5PM Tuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (804) 285-4463Website: : Category: : : : : : Place name: Website: http://www.equity-concepts.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Tuesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 11 AM: Usually as busy as it gets6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayNot enough data yet for MondaysNot enough data yet for FridaysClosed Saturdays—pick another dayHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on Thursdays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Equity Concepts LLC Posting publicly on the Web Write a review Reviews 1 Google review
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Equity Concepts LLC Employees
Employee
Years
Job
Industry
Shannon Carter, CFP® Shannon Carter, CFP®'s Equity Concepts LLC Experience October 2014 - Present
Job Wealth Manager at Equity Concepts LLC
Industry Financial Services
Experience
Equity Concepts LLC October 2014 - Present
Independent January 2013 - Present
SunTrust Bank October 2003 - August 2012
SunTrust Bank February 1999 - October 2003
Crestar Financial Corporation August 1989 - December 1998
Skills
Wealth Management, Financial Planning, Investments, Strategy, Financial Services, Analysis, Finance, Management, Business Planning, Executive Management, Forecasting, Sales, Valuation, Mergers & Acquisitions, New Business Development, Negotiation
Education
University of Virginia 1977 — 1981
B.S. in Commerce, Finance concentration
Virginia Commonwealth University 1987 — 1989
Masters of Business Adminstration
College for Financial Planning 2013 — 2014
Certified Financial Planner Education program
Equity Concepts LLC October 2014 - Present
Independent January 2013 - Present
SunTrust Bank October 2003 - August 2012
SunTrust Bank February 1999 - October 2003
Crestar Financial Corporation August 1989 - December 1998
Skills
Wealth Management, Financial Planning, Investments, Strategy, Financial Services, Analysis, Finance, Management, Business Planning, Executive Management, Forecasting, Sales, Valuation, Mergers & Acquisitions, New Business Development, Negotiation
Education
University of Virginia 1977 — 1981
B.S. in Commerce, Finance concentration
Virginia Commonwealth University 1987 — 1989
Masters of Business Adminstration
College for Financial Planning 2013 — 2014
Certified Financial Planner Education program
David Hoyt David Hoyt's Equity Concepts LLC Experience April 2014 - July 2015
Job Director Government Business Development at Greenwich AeroGroup
Industry Aviation & Aerospace
Experience
Equity Concepts LLC April 2014 - July 2015
Dynamic Aviation Group, Inc. 2002 - 2014
Dynamic Aviation Group, Inc. 2002 - 2014
Georgetown Farm / Buffalo Hill, LLC 1998 - 2002
Omni Services 1995 - 1998
The United Company 1984 - 1995
Procter & Gamble 1981 - 1984
Skills
Aviation, Entrepreneurship, Aircraft, Aerospace, Start-ups, Commercial Aviation, Airlines, Leadership, Airworthiness, Government Contract..., Program Management, Government Contracting, Avionics, Flight Safety, Business Development, Airports, Charter, Contract Negotiation, Government Procurement, Aircraft Maintenance, Food Industry, Food, Strategic Planning, Flights, Aeronautics, Team Leadership, Process Improvement, Operations Management
Education
University of Cincinnati 1982 — 1984
Master of Business Administration (M.B.A.)
The College of William and Mary - The Mason School of Business 1977 — 1981
Bachelor of Business Administration (B.B.A.)
Harvard Business School
Executive Program.
The George Washington University Law School
Government Contracts Program.
University of Virginia Darden School of Business
Executive Program.
Wake Forest University
Personalized Leadership Development Program. The Leadership Trust.
Equity Concepts LLC April 2014 - July 2015
Dynamic Aviation Group, Inc. 2002 - 2014
Dynamic Aviation Group, Inc. 2002 - 2014
Georgetown Farm / Buffalo Hill, LLC 1998 - 2002
Omni Services 1995 - 1998
The United Company 1984 - 1995
Procter & Gamble 1981 - 1984
Skills
Aviation, Entrepreneurship, Aircraft, Aerospace, Start-ups, Commercial Aviation, Airlines, Leadership, Airworthiness, Government Contract..., Program Management, Government Contracting, Avionics, Flight Safety, Business Development, Airports, Charter, Contract Negotiation, Government Procurement, Aircraft Maintenance, Food Industry, Food, Strategic Planning, Flights, Aeronautics, Team Leadership, Process Improvement, Operations Management
Education
University of Cincinnati 1982 — 1984
Master of Business Administration (M.B.A.)
The College of William and Mary - The Mason School of Business 1977 — 1981
Bachelor of Business Administration (B.B.A.)
Harvard Business School
Executive Program.
The George Washington University Law School
Government Contracts Program.
University of Virginia Darden School of Business
Executive Program.
Wake Forest University
Personalized Leadership Development Program. The Leadership Trust.
David B. Saunders David B. Saunders's Equity Concepts LLC Experience January 2007 - Present
Job Senior Relationship Manager at Equity Concepts LLC
Industry Financial Services
Experience
Equity Concepts LLC January 2007 - Present
Equity Concepts LLC September 2000 - Present
Kramnick and Associates June 1997 - September 2000
Skills
Alternative Investments, Investment Advisory, Wealth Management, Series 7, Investments, Financial Services, Financial Advisory, Retirement Planning, Series 63, Series 6, Life Insurance, Series 65, Strategic Financial..., Residential Mortgages, Mortgage Lending, Loan Origination, High Net Worth...
Education
Ferris State University 1991 — 1995
BS, Business Management
Equity Concepts LLC January 2007 - Present
Equity Concepts LLC September 2000 - Present
Kramnick and Associates June 1997 - September 2000
Skills
Alternative Investments, Investment Advisory, Wealth Management, Series 7, Investments, Financial Services, Financial Advisory, Retirement Planning, Series 63, Series 6, Life Insurance, Series 65, Strategic Financial..., Residential Mortgages, Mortgage Lending, Loan Origination, High Net Worth...
Education
Ferris State University 1991 — 1995
BS, Business Management
Kate Blackwell Kate Blackwell's Equity Concepts LLC Experience June 2007 - April 2008
Job Claims Adjuster with Capstone ISG
Industry Insurance
Experience
Wealth Innovations, LLC August 2008 - August 2013
Equity Concepts LLC June 2007 - April 2008
Banner Christian School August 2004 - May 2007
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Strategic Planning, Customer Service, PowerPoint, Management, Insurance, Life Insurance, Social Media, Fixed Annuities, Health Insurance, Notary
Education
University of South Alabama 1999 — 2001
Bachelor of Science (BS), Elementary Education and Teaching
Peace College 1996 — 1998
Associate of Arts (A.A.)
Wealth Innovations, LLC August 2008 - August 2013
Equity Concepts LLC June 2007 - April 2008
Banner Christian School August 2004 - May 2007
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Strategic Planning, Customer Service, PowerPoint, Management, Insurance, Life Insurance, Social Media, Fixed Annuities, Health Insurance, Notary
Education
University of South Alabama 1999 — 2001
Bachelor of Science (BS), Elementary Education and Teaching
Peace College 1996 — 1998
Associate of Arts (A.A.)
Dale Wright's Equity Concepts LLC Experience February 1998 - Present
Job Wealth Manager at Equity Concepts LLC
Industry Financial Services
Experience
Equity Concepts LLC February 1998 - Present
Computer Services, Inc. July 1995 - January 1998
Environmental Services Inc. May 1994 - June 1995
Environmental Technology of North America May 1991 - May 1994
Lane Environmental Services January 1989 - May 1991
Charles Chips of Virginia January 1985 - January 1989
Virginia State Water Control Board August 1978 - December 1985
Skills
Alternative Investments, Financial Advisory, Investments, Financial Planners, Estate Planning, Retirement, Securities, Wealth, Equities, Finance, FINRA, IRAs, Registered Investment..., Investment Advisory, Investment Advisory..., Strategic Financial..., Financial Services, Financial Analysis, Retirement Plan..., Retirement Planning, Retirement Savings, Qualified Retirement..., Retirement Benefits, Private Equity, Equity Research, Equity Trading, Roth IRA, Simple IRA, SEP IRA, Traditional IRA, Self Directed IRA, Wealth Management..., Wealth Accumulation, Wealth Preservation..., Wealth Accumulation..., Multi-generational..., Intergenerational..., Succession Planning, College Savings Plans, Saving for Education, Donor Advised Funds, Holistic Financial...
Education
University of Missouri-Columbia 1976 — 1978
Post Graduate work in Physiological Ecology
Virginia Commonwealth University 1974 — 1976
Master of Science (M.S.)
University of Virginia 1970 — 1974
BA
Equity Concepts LLC February 1998 - Present
Computer Services, Inc. July 1995 - January 1998
Environmental Services Inc. May 1994 - June 1995
Environmental Technology of North America May 1991 - May 1994
Lane Environmental Services January 1989 - May 1991
Charles Chips of Virginia January 1985 - January 1989
Virginia State Water Control Board August 1978 - December 1985
Skills
Alternative Investments, Financial Advisory, Investments, Financial Planners, Estate Planning, Retirement, Securities, Wealth, Equities, Finance, FINRA, IRAs, Registered Investment..., Investment Advisory, Investment Advisory..., Strategic Financial..., Financial Services, Financial Analysis, Retirement Plan..., Retirement Planning, Retirement Savings, Qualified Retirement..., Retirement Benefits, Private Equity, Equity Research, Equity Trading, Roth IRA, Simple IRA, SEP IRA, Traditional IRA, Self Directed IRA, Wealth Management..., Wealth Accumulation, Wealth Preservation..., Wealth Accumulation..., Multi-generational..., Intergenerational..., Succession Planning, College Savings Plans, Saving for Education, Donor Advised Funds, Holistic Financial...
Education
University of Missouri-Columbia 1976 — 1978
Post Graduate work in Physiological Ecology
Virginia Commonwealth University 1974 — 1976
Master of Science (M.S.)
University of Virginia 1970 — 1974
BA
Kenneth Elkins Kenneth Elkins's Equity Concepts LLC Experience December 2001 - Present
Job Wealth Manager at Equity Concepts LLC
Industry Financial Services
Experience
Equity Concepts LLC December 2001 - Present
Bethany Christian Services January 2013 - December 2013
Circuit City November 1998 - December 2001
Skills
Wealth Management, Investments, Retirement Planning, Alternative Investments, Series 7, Portfolio Management, Asset Management, Securities, Equities, Retirement, Estate Planning, Series 63, Risk Management, Strategic Financial..., Financial Advisory
Education
Financial Academy 2001 — 2001
University of Mary Washington 1995 — 1997
Bachelor of Arts (BA), Geography
Equity Concepts LLC December 2001 - Present
Bethany Christian Services January 2013 - December 2013
Circuit City November 1998 - December 2001
Skills
Wealth Management, Investments, Retirement Planning, Alternative Investments, Series 7, Portfolio Management, Asset Management, Securities, Equities, Retirement, Estate Planning, Series 63, Risk Management, Strategic Financial..., Financial Advisory
Education
Financial Academy 2001 — 2001
University of Mary Washington 1995 — 1997
Bachelor of Arts (BA), Geography
Brian Korte Brian Korte's Equity Concepts LLC Experience January 2005 - February 2010
Job IT professional, Lego Brick Artist
Industry Information Technology and Services
Experience
Catholic Diocese of Richmond March 2010 - Present
Brickworkz LLC January 2006 - Present
Equity Concepts LLC January 2005 - February 2010
self-employed January 2004 - May 2007
Mobilistings August 2004 - February 2005
TruSecure Corporation, now Verizon Business May 2000 - August 2003
Central Intelligence Agency June 1996 - August 1998
Skills
Web Design, SEO, HTML, Technical Writing, Help Desk Support, Active Directory, Marketing, Information Technology, Visio, Networking, Customer Service, Network Administration, Troubleshooting, Team Leadership, Social Media, Vulnerability Assessment, Linux, CSS, System Administration, IT Management, Information Security, Help Authoring, Web Help, Brand Advertising, Logo Design, Public Relations, Lego, Online Reputation..., Highly resourceful, Handle Confidential..., Creative Catalyst, Creative Strategy, Creativity, Art Education, Security, Leadership, Servers, Copywriting
Education
University of Phoenix 2003 — 2005
M.B.A., Technology Management
Radford University 1996 — 2000
B.S., Advertising Media Studies
Catholic Diocese of Richmond March 2010 - Present
Brickworkz LLC January 2006 - Present
Equity Concepts LLC January 2005 - February 2010
self-employed January 2004 - May 2007
Mobilistings August 2004 - February 2005
TruSecure Corporation, now Verizon Business May 2000 - August 2003
Central Intelligence Agency June 1996 - August 1998
Skills
Web Design, SEO, HTML, Technical Writing, Help Desk Support, Active Directory, Marketing, Information Technology, Visio, Networking, Customer Service, Network Administration, Troubleshooting, Team Leadership, Social Media, Vulnerability Assessment, Linux, CSS, System Administration, IT Management, Information Security, Help Authoring, Web Help, Brand Advertising, Logo Design, Public Relations, Lego, Online Reputation..., Highly resourceful, Handle Confidential..., Creative Catalyst, Creative Strategy, Creativity, Art Education, Security, Leadership, Servers, Copywriting
Education
University of Phoenix 2003 — 2005
M.B.A., Technology Management
Radford University 1996 — 2000
B.S., Advertising Media Studies
Audrey Cannon's Equity Concepts LLC Experience June 2012 - August 2013
Job Graduate Assistant at James Madison Univeristy
Industry Higher Education
Experience
James Madison Univeristy August 2015 - Present
Dominion Virginia Power May 2015 - August 2015
James Madison University July 2014 - May 2015
James Madison University August 2011 - May 2015
Hamilton Beach Brands Inc. May 2014 - December 2014
Ayn Rand Institute June 2014 - June 2014
James Madison University August 2013 - May 2014
Equity Concepts LLC June 2012 - August 2013
Education
James Madison University 2015 — 2017
Master's Degree, Communication and Advocacy
James Madison University 2011 — 2015
Bachelor of Arts (B.A.), Written Communication and Spanish
James Madison Univeristy August 2015 - Present
Dominion Virginia Power May 2015 - August 2015
James Madison University July 2014 - May 2015
James Madison University August 2011 - May 2015
Hamilton Beach Brands Inc. May 2014 - December 2014
Ayn Rand Institute June 2014 - June 2014
James Madison University August 2013 - May 2014
Equity Concepts LLC June 2012 - August 2013
Education
James Madison University 2015 — 2017
Master's Degree, Communication and Advocacy
James Madison University 2011 — 2015
Bachelor of Arts (B.A.), Written Communication and Spanish
Tom Demers Tom Demers's Equity Concepts LLC Experience January 1997 - May 2000
Job at
Industry Religious Institutions
Experience
NACBA Southwest Missouri January 2013 - Present
High Street Baptist Church August 2002 - Present
NACBA Southwest Missouri March 2012 - December 2012
High Street Baptist Church August 2002 - January 2012
Quadstone June 2001 - July 2002
eBusiness Technologies May 2000 - June 2001
Equity Concepts LLC January 1997 - May 2000
Stream International 1995 - 1997
Skills
IT Management, Financial Management, Leadership Development, Team Building, Public Speaking, Non-profits, Teaching, Administration, System Administration, Data Analysis, Network Administration, Theology, Systematic Theology, Christian Theology, Pastoral Care, Pastoral Theology, Church Administration, Church History, Biblical Studies, Missions, Pastoring, Church Events, Gospel, Preaching, Discipleship, Bible, Managerial Finance
Education
Liberty University 2008 — 2011
MA, Theology
Boston Baptist College 1991 — 1995
BS, Bible
NACBA Southwest Missouri January 2013 - Present
High Street Baptist Church August 2002 - Present
NACBA Southwest Missouri March 2012 - December 2012
High Street Baptist Church August 2002 - January 2012
Quadstone June 2001 - July 2002
eBusiness Technologies May 2000 - June 2001
Equity Concepts LLC January 1997 - May 2000
Stream International 1995 - 1997
Skills
IT Management, Financial Management, Leadership Development, Team Building, Public Speaking, Non-profits, Teaching, Administration, System Administration, Data Analysis, Network Administration, Theology, Systematic Theology, Christian Theology, Pastoral Care, Pastoral Theology, Church Administration, Church History, Biblical Studies, Missions, Pastoring, Church Events, Gospel, Preaching, Discipleship, Bible, Managerial Finance
Education
Liberty University 2008 — 2011
MA, Theology
Boston Baptist College 1991 — 1995
BS, Bible
Angela Waldron Angela Waldron's Equity Concepts LLC Experience February 2003 - October 2006
Job Sales & Marketing at AIM JORACO
Industry Mechanical or Industrial Engineering
Experience
AIM JORACO November 2009 - Present
ACS Auxiliaries Group March 2008 - February 2009
Moon Associates October 2006 - November 2007
Equity Concepts LLC February 2003 - October 2006
IntelliReach Corporation 2002 - 2003
Convera 2001 - 2002
Cognos 2000 - 2001
IDX System 1998 - 2000
SmartRoute Systems 1997 - 1998
Northeast Mobile Communications, Inc. 1995 - 1997
Skills
Illustrator, Photoshop, HTML, Dreamweaver, FrontPage, SEO, Pivotal CRM, Access, Avante, Epicor, Salesforce.com, Goldmine, QuickBooks, Email Marketing, Event Planning, Trade Shows, Executive Support, Advertising, Lead Management, Custom Support, Web Design, Direct Mail Campaigns, Event Photography, Corporate Events, Lead Generation, Google Analytics, Customer Service, Sales Operations, Marketing, B2B, Corporate Branding, Sales Management, Management, Customer Service..., Customer Satisfaction, Sales, CRM, Marketing Strategy, Microsoft Excel, Marketing Management, E-commerce, Direct Marketing, Market Research, Marketing Communications, Online Advertising, Google Adwords
Education
Northeastern University 1994 — 1997
Endicott College 1992 — 1994
AIM JORACO November 2009 - Present
ACS Auxiliaries Group March 2008 - February 2009
Moon Associates October 2006 - November 2007
Equity Concepts LLC February 2003 - October 2006
IntelliReach Corporation 2002 - 2003
Convera 2001 - 2002
Cognos 2000 - 2001
IDX System 1998 - 2000
SmartRoute Systems 1997 - 1998
Northeast Mobile Communications, Inc. 1995 - 1997
Skills
Illustrator, Photoshop, HTML, Dreamweaver, FrontPage, SEO, Pivotal CRM, Access, Avante, Epicor, Salesforce.com, Goldmine, QuickBooks, Email Marketing, Event Planning, Trade Shows, Executive Support, Advertising, Lead Management, Custom Support, Web Design, Direct Mail Campaigns, Event Photography, Corporate Events, Lead Generation, Google Analytics, Customer Service, Sales Operations, Marketing, B2B, Corporate Branding, Sales Management, Management, Customer Service..., Customer Satisfaction, Sales, CRM, Marketing Strategy, Microsoft Excel, Marketing Management, E-commerce, Direct Marketing, Market Research, Marketing Communications, Online Advertising, Google Adwords
Education
Northeastern University 1994 — 1997
Endicott College 1992 — 1994
Simone Bullock Simone Bullock's Equity Concepts LLC Experience February 2008 - Present
Job Human Resources Manager at Equity Concepts LLC
Industry Financial Services
Experience
Equity Concepts LLC February 2008 - Present
Live Well Financial, Inc. April 2007 - November 2007
Verizon February 2006 - April 2007
Skills
Human Resources, Office Administration, Event Planning, Wedding Planning, Management, Microsoft Office, People Skills, Employee Benefits, Human Relations, Training, Performance Management, Customer Service, Coaching, Team Building, Employee Relations, Sales, Recruiting, Organizational..., Payroll, Leadership Development
Education
Hunter College 1996 — 1999
Bachelor of Arts, Psychology
Kingsborough Community College 1993 — 1996
Associate of Arts, Psychology
Holy Name Convent 1988 — 1992
High School Diploma, Business
Equity Concepts LLC February 2008 - Present
Live Well Financial, Inc. April 2007 - November 2007
Verizon February 2006 - April 2007
Skills
Human Resources, Office Administration, Event Planning, Wedding Planning, Management, Microsoft Office, People Skills, Employee Benefits, Human Relations, Training, Performance Management, Customer Service, Coaching, Team Building, Employee Relations, Sales, Recruiting, Organizational..., Payroll, Leadership Development
Education
Hunter College 1996 — 1999
Bachelor of Arts, Psychology
Kingsborough Community College 1993 — 1996
Associate of Arts, Psychology
Holy Name Convent 1988 — 1992
High School Diploma, Business
rhonda dole's Equity Concepts LLC Experience September 2007 - Present
Job Relationship Associate at Equity Concepts, LLC
Industry Financial Services
Experience
Equity Concepts, LLC September 2007 - Present
Bethany Christian Services July 2005 - August 2007
Ashland Eye Care Center January 2002 - June 2005
Education
University of Pittsburgh 1988 — 1989
Monroe Community College 1977 — 1980
Associates, Secretarial Scient
Equity Concepts, LLC September 2007 - Present
Bethany Christian Services July 2005 - August 2007
Ashland Eye Care Center January 2002 - June 2005
Education
University of Pittsburgh 1988 — 1989
Monroe Community College 1977 — 1980
Associates, Secretarial Scient