Financial ADVSR advisor directory · SEC adviser records
Concurrent Investment Advisors, LLC financial advisors in Tampa, FL
Every SEC-registered investment adviser representative at a Concurrent Investment Advisors, LLC office in Tampa, A to Z.
The short answer
125 registered advisors work at Concurrent Investment Advisors, LLC in Tampa, out of 310 at the firm nationwide; it ranks number 4 in the city by advisors. 23 list the CFP designation and 45 are also registered broker representatives.
Concurrent Investment Advisors, LLC advisors in Tampa, A to Z
Every Concurrent Investment Advisors, LLC advisor →- George A. ArkyCertified Financial Planner
- Vincent Arnold IIICertified Financial Planner
- Timothy W. BaileyInvestment adviser rep
- David G. BalandAlso a broker rep
- Amir A. BararAlso a broker rep
- Cyrus A. BaravatiCertified Financial Planner
- Howard J. BarnettAlso a broker rep
- Connor BectonCertified Financial Planner
- Jeffery P. BedfordCertified Financial Planner
- Stephen E. Bielke Jr.Investment adviser rep
- Brenda P. BliskCertified Financial Planner · Also a broker rep
- Norman G. BloomAlso a broker rep
- Warren J. BowmanInvestment adviser rep
- Robert C. BurksInvestment adviser rep
- Kenneth J. CalhounInvestment adviser rep
- Richard A. CamachoAlso a broker rep
- Laura N. ChristoffersonCertified Financial Planner
- David S. Coleman Jr.Investment adviser rep
- Timothy L. ColvinCertified Financial Planner
- Zachary E. ColvinInvestment adviser rep
- Kimberly L. CorrenteAlso a broker rep
- Charles J. Costa IIICertified Financial Planner
- William H. CoxInvestment adviser rep
- Michael A. CrowneInvestment adviser rep
- Joseph P. D'AnniballeCertified Financial Planner · Also a broker rep
- Richard S. DanielsonAlso a broker rep
- Christopher J. DavittChartered Financial Analyst
- Carmen E. Dello IaconoChartered Financial Analyst
- Henry DevriesCertified Financial Planner · Also a broker rep
- Bruce A. DipietroChartered Financial Analyst
- Joshua P. DonInvestment adviser rep
- Bailey EdmondsInvestment adviser rep
- Jodi A. EngelstadAlso a broker rep
- Jennifer V. EnlowCertified Financial Planner
- Michael D. ErbaioAlso a broker rep
- Lanta L. EvansAlso a broker rep
- John D. FeastAlso a broker rep
- Jake FeldmanAlso a broker rep
- Bobby N. FosterCertified Financial Planner
- Matthew E. GaffeyCertified Financial Planner, Chartered Financial Consultant
- Scott D. GarciaAlso a broker rep
- Natalie J. GosselinInvestment adviser rep
- Gregory P. GottliebAlso a broker rep
- Andrew J. GraefeInvestment adviser rep
- Savion L. HarrisInvestment adviser rep
- Randy HelfondInvestment adviser rep
- Clark A. HenryInvestment adviser rep
- Brandon A. HinaInvestment adviser rep
- Glenn HolmesAlso a broker rep
- George R. HoosAlso a broker rep
- Thomas G. HoulihanInvestment adviser rep
- John B. HudgensInvestment adviser rep
- Joseph L. KnoxAlso a broker rep
- Wendy A. KohlInvestment adviser rep
- David L. KoppAlso a broker rep
- Phillip M. KrauseAlso a broker rep
- Michelle L. KredaInvestment adviser rep
- James W. LeeCertified Financial Planner
- Jonathan S. LeeksInvestment adviser rep
- Nathan M. LenzInvestment adviser rep
- Liatriz E. LevyInvestment adviser rep
- Karrisa MarinezAlso a broker rep
- Kenneth A. MaringInvestment adviser rep
- Jeremy M. MassulloInvestment adviser rep
- David A. McBee Jr.Also a broker rep
- Kevin R. McFarlandAlso a broker rep
- Andrew O. MedukasInvestment adviser rep
- Matthew N. MenkhausInvestment adviser rep
- Michael M. MikeskaCertified Financial Planner · Also a broker rep
- Joseph K. MillerCertified Financial Planner
- Eric D. MizeAlso a broker rep
- Nicole MizeInvestment adviser rep
- David M. MontgomeryInvestment adviser rep
- Krystian MorenoInvestment adviser rep
- Adam B. MorganAlso a broker rep
- Bharat N. MulchandaniInvestment adviser rep
- Roger D. MullinsInvestment adviser rep
- Neelab NaibkhylInvestment adviser rep
- Jonathan G. NeherAlso a broker rep
- Roddrick NewhouseInvestment adviser rep
- Robert L. OrtbalsInvestment adviser rep
- Richard K. OursoInvestment adviser rep
- Andrew M. PalmasanoInvestment adviser rep
- Owen R. PardoInvestment adviser rep
- Carolyn Parenti-PearsonAlso a broker rep
- Kathleen B. PenaInvestment adviser rep
- Tye L. PipkinAlso a broker rep
- Traci A. ProvostInvestment adviser rep
- Midhat QuadriChartered Financial Analyst
- Mark A. RodgersAlso a broker rep
- Kelly M. RodriguezInvestment adviser rep
- Daniel A. RoeskeAlso a broker rep
- Lisa A. RuelaAlso a broker rep
- Denise M. RuizInvestment adviser rep
- John D. SaalfieldInvestment adviser rep
- Alexi SaccoInvestment adviser rep
- Randall C. SauerAlso a broker rep
- Garry D. ScheuflerAlso a broker rep
- Karch C. SchwartzInvestment adviser rep
- Todd SchwartzCertified Financial Planner
- Maria L. SciutoCertified Financial Planner
- Olivia R. SebastianAlso a broker rep
- Timothy W. SeegerAlso a broker rep
- Brian V. SerimianAlso a broker rep
- Marilyn F. SmithAlso a broker rep
- Timothy W. SmithAlso a broker rep
- Cooper SnowbargerInvestment adviser rep
- David A. SperanzaAlso a broker rep
- Ashley SquillaceInvestment adviser rep
- Jordan M. TickleInvestment adviser rep
- Wesley B. TurnerInvestment adviser rep
- Max J. ValentaCertified Financial Planner
- Christopher N. Van HornInvestment adviser rep
- Kyle T. VendittiAlso a broker rep
- Gabriel K. VeveCertified Financial Planner
- Michael P. VoltinCertified Financial Planner
- Mitchell O. WeeksInvestment adviser rep
- Hannah WerlingInvestment adviser rep
- Katrina N. WilsonAlso a broker rep
- Tyisha M. WolfeAlso a broker rep
- Adam WrightInvestment adviser rep
- Peter J. Wright Jr.Investment adviser rep
- Gary D. WurlCertified Financial Planner
- Arash ZarrabianChartered Financial Analyst
- Jeremy P. ZiembaInvestment adviser rep
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Concurrent Investment Advisors, LLC advisors in other cities
Houston, 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 3Fort Lauderdale, FL 3Greenwood Village, CO 3Grosse Pointe, MI 3
Other firms in Tampa
All Tampa advisors →Fisher Investments 374Morgan Stanley 297J. W. Cole Advisors, Inc. 228Merrill Lynch, Pierce, Fenner & Smith Incorporated 107LPL Financial LLC 89Independent Financial Partners 82Florida Financial Advisors, LLC 78J.P. Morgan Securities LLC 70Ameriprise Financial Services, LLC 63Wells Fargo Clearing Services, LLC 60Calton & Associates, Inc. 56Raymond James & Associates, Inc. 56
Questions
How many financial advisors does Concurrent Investment Advisors, LLC have in Tampa?
125 investment adviser representatives are registered at Concurrent Investment Advisors, LLC offices in Tampa, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 310 nationwide. 23 list the CFP designation and 45 are also registered as broker representatives.
Is Concurrent Investment Advisors, LLC one of the largest advisor employers in Tampa?
Concurrent Investment Advisors, LLC ranks number 4 in Tampa by registered advisors; Fisher Investments has the most, with 374.
How do I check a Concurrent Investment Advisors, LLC advisor in Tampa?
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.