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Financial ADVSR advisor directory · SEC adviser records

Concurrent Investment Advisors, LLC financial advisors in Scottsdale, AZ

Every SEC-registered investment adviser representative at a Concurrent Investment Advisors, LLC office in Scottsdale, A to Z.

The short answer

3 registered advisors work at Concurrent Investment Advisors, LLC in Scottsdale, out of 310 at the firm nationwide; it ranks number 101 in the city by advisors. 2 list the CFP designation and 2 are also registered broker representatives.

Concurrent Investment Advisors, LLC advisors in Scottsdale, A to Z

Every Concurrent Investment Advisors, LLC advisor →

Concurrent Investment Advisors, LLC advisors in every city and state →Concurrent Investment Advisors, LLC: assets, clients and custodians →Concurrent news and advisor moves →Advisor Moves: who changed firms this week →

Concurrent Investment Advisors, LLC advisors in other cities

Tampa, FL 125Houston, TX 14McLean, VA 14Dallas, TX 13San Diego, CA 8Alpharetta, GA 5Ashton, MD 5Bradenton, FL 5The Woodlands, TX 4Atlanta, GA 3Charlotte, NC 3Chicago, IL 3Colorado Springs, CO 3Fort Lauderdale, FL 3Greenwood Village, CO 3

Other firms in Scottsdale

All Scottsdale advisors →

Vanguard Advisers, Inc. 630Osaic Wealth, Inc. 291United Planners' Financial Services Of America A Limited Partner 154Wells Fargo Clearing Services, LLC 147Merrill Lynch, Pierce, Fenner & Smith Incorporated 135Morgan Stanley 127LPL Financial LLC 109Cetera Investment Advisers LLC 73Ameriprise Financial Services, LLC 69Strategic Advisers LLC 56MML Investors Services, LLC 50Equitable Advisors, LLC 49

Questions

How many financial advisors does Concurrent Investment Advisors, LLC have in Scottsdale?

3 investment adviser representatives are registered at Concurrent Investment Advisors, LLC offices in Scottsdale, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 310 nationwide. 2 list the CFP designation and 2 are also registered as broker representatives.

Is Concurrent Investment Advisors, LLC one of the largest advisor employers in Scottsdale?

Concurrent Investment Advisors, LLC ranks number 101 in Scottsdale by registered advisors; Vanguard Advisers, Inc. has the most, with 630.

How do I check a Concurrent Investment Advisors, LLC advisor in Scottsdale?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Concurrent Investment Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.