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Financial ADVSR advisor directory · SEC adviser records

Concurrent Investment Advisors, LLC financial advisors in Fort Lauderdale, FL

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

The short answer

3 registered advisors work at Concurrent Investment Advisors, LLC in Fort Lauderdale, out of 310 at the firm nationwide; it ranks number 35 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

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

Other firms in Fort Lauderdale

All Fort Lauderdale advisors →

Morgan Stanley 125Merrill Lynch, Pierce, Fenner & Smith Incorporated 91Sound Income Strategies, LLC 48Wells Fargo Clearing Services, LLC 46Raymond James & Associates, Inc. 27Osaic Wealth, Inc. 24Oppenheimer & Co. Inc. 18Truist Advisory Services, Inc. 16Global Wealth Management Investment Advisory, Inc. 15RBC Capital Markets, LLC 15Exodus Wealth, LLC 14Provenance Wealth Advisors 14

Questions

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

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

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

Concurrent Investment Advisors, LLC ranks number 35 in Fort Lauderdale by registered advisors; Morgan Stanley has the most, with 125.

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

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.