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
Bobby Foster (CRD# 2794673) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 17 years of experience in the finance industry.
Gary Fouts (CRD# 5512997) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 15 years of experience in the finance industry.
John Garcia (CRD# 5139099) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 17 years of experience in the finance industry.
Scott Garcia (CRD# 5865690) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Aspen, CO and has over 13 years of experience in the finance industry.
Brandon Glasscock (CRD# 4183384) 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.
Brian Gray (CRD# 5319444) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Chicago, IL and has over 16 years of experience in the finance industry.
Nicholas Hamilton (CRD# 4900895) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Greenwood Village, CO and has over 19 years of experience in the finance industry.
Mandy Haskell (CRD# 5079463) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Houston, TX and has over 18 years of experience in the finance industry.
Ignacio Hawley (CRD# 2108418) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Houston, TX and has over 33 years of experience in the finance industry.
Roark Head (CRD# 1110638) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Fairbanks, AK and has over 41 years of experience in the finance industry.