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
John Reeber (CRD# 6031824) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 9 years of experience in the finance industry.
Dominic Repetti (CRD# 4276953) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in San Diego, CA and has over 23 years of experience in the finance industry.
William Rice (CRD# 5506547) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Longview, TX and has over 11 years of experience in the finance industry.
William Rice (CRD# 1965564) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Longview, TX and has over 34 years of experience in the finance industry.
Alan Riesenberg (CRD# 1735262) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Greenwood Village, CO and has over 36 years of experience in the finance industry.
Mark Rodgers (CRD# 2630053) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Chicago, IL and has over 28 years of experience in the finance industry.
Kelly Rodriguez (CRD# 6345368) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 8 years of experience in the finance industry.
Daniel Roeske (CRD# 2740143) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 27 years of experience in the finance industry.
Michael Rozovics (CRD# 5253184) 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.