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Financial ADVSR advisor directory · SEC adviser records

Concurrent Investment Advisors, LLC financial advisors in Florida

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

The short answer

152 registered advisors work at Concurrent Investment Advisors, LLC in Florida, out of 310 nationwide; it's the firm's number 1 state by advisors, and the most are in Tampa (135). 27 list the CFP designation and 51 are also registered broker representatives.

Concurrent Investment Advisors, LLC advisors by city in Florida

Every firm in Florida →

Tampa 135Bradenton 3Fort Lauderdale 3Lakewood Ranch 3Boca Raton 2Apopka 1Naples 1Ormond Beach 1Pinecrest 1Sarasota 1St Petersburg 1

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

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Concurrent Investment Advisors, LLC advisors in every 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 in other states

Texas 27Virginia 27Colorado 13California 11Georgia 11New York 9Maryland 8New Jersey 7Louisiana 5North Carolina 4Arizona 3Illinois 3Indiana 3Massachusetts 3Ohio 3Oregon 3Washington 3

Questions

How many Concurrent Investment Advisors, LLC financial advisors are in Florida?

152 investment adviser representatives are registered at Concurrent Investment Advisors, LLC offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 310 at the firm nationwide. 27 list the CFP designation and 51 are also registered as broker representatives.

Where in Florida does Concurrent Investment Advisors, LLC have the most advisors?

Tampa, with 135, then Bradenton (3). Concurrent Investment Advisors, LLC has advisors in 11 cities in Florida.

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

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.