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Financial ADVSR advisor directory · SEC adviser records

Concurrent Investment Advisors, LLC financial advisors in Colorado Springs, CO

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

The short answer

3 registered advisors work at Concurrent Investment Advisors, LLC in Colorado Springs, out of 310 at the firm nationwide; it ranks number 55 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Concurrent Investment Advisors, LLC advisors in Colorado Springs, 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 3Fort Lauderdale, FL 3Greenwood Village, CO 3Grosse Pointe, MI 3

Other firms in Colorado Springs

All Colorado Springs advisors →

T. Rowe Price Advisory Services, Inc. 173LPL Financial LLC 49Edward Jones 48Strategic Advisers LLC 38Morgan Stanley 34Raymond James Financial Services Advisors, Inc. 33T. Rowe Price Associates, Inc. 33Cetera Investment Advisers LLC 23J.P. Morgan Securities LLC 22Summit Wealth Group 22Ausdal Financial Partners, Inc. 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 18

Questions

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

3 investment adviser representatives are registered at Concurrent Investment Advisors, LLC offices in Colorado Springs, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 310 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

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

Concurrent Investment Advisors, LLC ranks number 55 in Colorado Springs by registered advisors; T. Rowe Price Advisory Services, Inc. has the most, with 173.

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

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.