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. Steven Albritton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concurrent Investment Advisors Dba Family Wealth Solutions | Bradenton, FL | May 2023 - Current | < 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | May 2023 - Current | < 1 |
| Stella Maris LLC | Bradenton, FL | Oct 2021 - Current | 2 |
| Raymond James Financial Services, Inc. | Bradenton, FL | Oct 2021 - May 2023 | 1 |
| Raymond James Financial Services Advisors, Inc. | Bradenton, FL | Oct 2021 - May 2023 | 1 |
| Concurrent Advisors | Bradenton, FL | Oct 2021 - May 2023 | 1 |
| Raymond James Financial Services | Bradenton, FL | Oct 2021 - May 2023 | 1 |
| Wells Fargo Clearing Services, LLC | Bradenton, FL | Nov 2016 - Oct 2021 | 4 |
| Wells Fargo Advisors | Lakewood Ranch, FL | Jan 2008 - Oct 2021 | 13 |
| Wells Fargo Advisors LLC | Bradenton, FL | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2000 |
- FL
- TX
-
Total Assets Under Management6,257MILLIONS
-
Total Number of Accounts18,097ACCOUNTS
-
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, DC, FL, GA, HI, IL, IN, KS, KY, LA, MD, ME, MI, MN, NC, NJ, NM, NV, NY, OK, OR, SC, TN, TX, VA, WA, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.