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
Ricardo Lima (CRD# 2507353) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Dallas, TX and has over 24 years of experience in the finance industry.
Matthew Lindamood (CRD# 6113021) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Lebanon, VA and has over 11 years of experience in the finance industry.
Garner Mabry (CRD# 3276730) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Greenwood Village, CO and has over 24 years of experience in the finance industry.
Douglas Maclardy (CRD# 1298057) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Vancouver, WA and has over 37 years of experience in the finance industry.
Daniel Maroney (CRD# 4817839) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Bradenton, FL and has over 19 years of experience in the finance industry.
Michael Matthews (CRD# 1824422) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Virginia Beach, VA and has over 13 years of experience in the finance industry.
David McBee (CRD# 3086398) 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.
Kevin McFarland (CRD# 4508111) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 22 years of experience in the finance industry.
William Mead (CRD# 1529387) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Colorado Springs, CO and has over 37 years of experience in the finance industry.
Elizabeth Meagher (CRD# 2200713) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Grosse Pointe, MI and has over 32 years of experience in the finance industry.