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
Kayla McNamara (CRD# 6687991) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 7 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 Tampa, FL and has over 32 years of experience in the finance industry.
Brent Mekosh (CRD# 2247958) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Phoenix, AZ and has over 16 years of experience in the finance industry.
Michael Mikeska (CRD# 1839037) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 28 years of experience in the finance industry.
Daniel Miller (CRD# 5790837) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 12 years of experience in the finance industry.
Krystian Moreno (CRD# 5372505) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 13 years of experience in the finance industry.
Michael Morton (CRD# 704122) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Canon City, CO and has over 44 years of experience in the finance industry.
Sean Morton (CRD# 4686526) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Canon City, CO and has over 14 years of experience in the finance industry.
Robert Musante (CRD# 4086932) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 24 years of experience in the finance industry.