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
Wendy Colon (CRD# 5383914) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 14 years of experience in the finance industry.
Charles Costa (CRD# 1084949) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 41 years of experience in the finance industry.
Thomas Cox (CRD# 3180857) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Anderson, SC and has over 24 years of experience in the finance industry.
Timothy Cronin (CRD# 848261) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in San Diego, CA and has over 36 years of experience in the finance industry.
Richard Crowne (CRD# 1749805) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Bradenton, FL and has over 36 years of experience in the finance industry.
Richard Danielson (CRD# 4839525) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 19 years of experience in the finance industry.
Charles Davidson (CRD# 3165886) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 25 years of experience in the finance industry.
Damon Delillo (CRD# 4780359) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in San Diego, CA and has over 19 years of experience in the finance industry.
Stevan Dority (CRD# 4956865) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in San Diego, CA and has over 18 years of experience in the finance industry.
Andrew Farrell (CRD# 4258028) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in San Diego, CA and has over 19 years of experience in the finance industry.