Concurrent Investment Advisors, LLC
Concurrent Investment Advisors, LLC (CRD# 323135) is a financial advisory firm headquartered in Tampa, FL. They manage $6,256,967,921 in 18,097 accounts and serve the financial needs of clients across 45 states (or territories).
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Total Assets Under Management6,257MILLION
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Total Number of Accounts18,097ACCOUNTS
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Average Account Value$345,746
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
Steven Albritton (CRD# 4285628) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Bradenton, FL and has over 23 years of experience in the finance industry.
David Baland (CRD# 2164956) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 32 years of experience in the finance industry.
Amir Barar (CRD# 3105445) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Walnut Creek, CA and has over 23 years of experience in the finance industry.
Grace Basilone (CRD# 1023863) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Fort Lauderdale, FL and has over 17 years of experience in the finance industry.
Michael Bauer (CRD# 4451149) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Grosse Pointe, MI and has over 21 years of experience in the finance industry.
Warren Bowman (CRD# 1246527) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 40 years of experience in the finance industry.
Jeffrey Breese (CRD# 4240878) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 23 years of experience in the finance industry.
Richard Camacho (CRD# 5328612) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 16 years of experience in the finance industry.
Brian Campagna (CRD# 5880896) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 12 years of experience in the finance industry.
Alan Cohen (CRD# 1418791) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 38 years of experience in the finance industry.