Andrew Palmasano (CRD# 5405378) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Cañon City, CO and has over 16 years of experience in the finance industry.
CRD# 2322384
Hightower Advisors, LLC
CRD# 2589236
Raymond James Financial Services Advisors, Inc.
CRD# 4027571
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concurrent Investment Advisors LLC | Cañon City, CO | Nov 2023 - Current | < 1 |
| Maverick Wealth Advisors | Canon City, CO | Nov 2023 - Current | < 1 |
| Raymond James Financail Services, Inc. | Canon City, CO | Sep 2018 - Nov 2023 | 5 |
| Raymond James Financial Services Advisors Inc. | Canon City, CO | Sep 2018 - Nov 2023 | 5 |
| Canon City Financial Services | Cañon City, CO | Sep 2018 - Nov 2023 | 5 |
| Black Creek Group | Denver, CO | Jul 2012 - Aug 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2007 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- CO
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Total Assets Under Management6,257MILLIONS
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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)
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