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Financial ADVSR advisor directory · SEC adviser records

Concurrent Investment Advisors, LLC financial advisors in Bradenton, FL

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

The short answer

3 registered advisors work at Concurrent Investment Advisors, LLC in Bradenton, out of 310 at the firm nationwide; it ranks number 15 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

Concurrent Investment Advisors, LLC advisors in Bradenton, 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 135McLean, VA 18Houston, TX 11San Diego, CA 9Dallas, TX 8Colorado Springs, CO 5Alpharetta, GA 4Ashton, MD 4Newburgh, NY 4Northfield, NJ 4The Woodlands, TX 4Bethesda, MD 3Fort Lauderdale, FL 3Lakewood Ranch, FL 3Lebanon, VA 3

Other firms in Bradenton

All Bradenton advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 32Cambridge Investment Research Advisors, Inc. 30LPL Financial LLC 25Edward Jones 23Morgan Stanley 21Cetera Investment Advisers LLC 9J.P. Morgan Securities LLC 9Strategic Advisers LLC 9Ameriprise Financial Services, LLC 8Wells Fargo Clearing Services, LLC 7Osaic Wealth, Inc. 4Raymond James & Associates, Inc. 4

Questions

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

3 investment adviser representatives are registered at Concurrent Investment Advisors, LLC offices in Bradenton, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 310 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

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

Concurrent Investment Advisors, LLC ranks number 15 in Bradenton by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 32.

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

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.