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Concurrent Investment Advisors, LLC financial advisors in Texas
Every SEC-registered investment adviser representative at a Concurrent Investment Advisors, LLC office in Texas, by city and A to Z.
The short answer
33 registered advisors work at Concurrent Investment Advisors, LLC in Texas, out of 310 nationwide; it's the firm's number 2 state by advisors, and the most are in Houston (11). 6 list the CFP designation and 5 are also registered broker representatives.
Concurrent Investment Advisors, LLC advisors by city in Texas
Every firm in Texas →Concurrent Investment Advisors, LLC advisors in Texas, A to Z
Search by name →- Gavin K. BaxterThe Woodlands
- Leah R. BennettHouston · Chartered Financial Analyst
- Juan S. CasasHouston · Certified Financial Planner
- Jerome CaulkDallas
- Dylan C. DaggettHouston
- Alexandra EvansDallas
- John D. GarciaDallas
- Antonino A. GreenHouston
- Jeffrey A. GreenHouston
- John M. GroverHouston
- Mandy M. HaskellHouston · Certified Financial Planner
- Ashley R. HeinemanDallas
- Joshua C. HoffDallas
- David T. HoppessDallas
- Keith D. HubermanThe Woodlands · Certified Financial Planner
- John H. James IIDallas
- Dennis C. LambertHouston
- Lindsay S. LambertHouston
- Ricardo A. LimaDallas
- William F. O'RourkeDallas
- Joshua W. PattersonHouston · Certified Financial Planner
- Michael J. PeschelDallas
- Patricia B. PetersonHouston
- William Y. Rice IIILongview
- William Y. Rice IVLongview
- Bradley G. RoeskeThe Woodlands
- Kyle RoeskeThe Woodlands
- David D. SilvaDallas
- Brittany SmithDallas
- Lauren K. SmithHouston · Certified Financial Planner
- David M. ThailingHouston
- Steven J. VannostrandHouston · Certified Financial Planner
- Jonathan G. WilliamsDallas
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Concurrent Investment Advisors, LLC in other states
Florida 152Virginia 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 Texas?
33 investment adviser representatives are registered at Concurrent Investment Advisors, LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 310 at the firm nationwide. 6 list the CFP designation and 5 are also registered as broker representatives.
Where in Texas does Concurrent Investment Advisors, LLC have the most advisors?
Houston, with 11, then Dallas (8). Concurrent Investment Advisors, LLC has advisors in 5 cities in Texas.
How do I check a Concurrent Investment Advisors, LLC advisor in Texas?
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.