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Financial ADVSR advisor directory · SEC adviser records

Concurrent Investment Advisors, LLC financial advisors in Alpharetta, GA

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

The short answer

5 registered advisors work at Concurrent Investment Advisors, LLC in Alpharetta, out of 310 at the firm nationwide; it ranks number 36 in the city by advisors. 2 list the CFP designation and 1 are also registered broker representatives.

Concurrent Investment Advisors, LLC advisors in Alpharetta, 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 8Ashton, 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 Alpharetta

All Alpharetta advisors →

Morgan Stanley 284Merit Financial Advisors 127Merrill Lynch, Pierce, Fenner & Smith Incorporated 84LPL Financial LLC 29Wells Fargo Clearing Services, LLC 29Transamerica Financial Advisors, LLC 28Ameriprise Financial Services, LLC 27Gibbs Wealth Management, LLC 27Raymond James & Associates, Inc. 24Strategic Advisers LLC 23Truist Advisory Services, Inc. 22UBS Financial Services Inc. 16

Questions

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

5 investment adviser representatives are registered at Concurrent Investment Advisors, LLC offices in Alpharetta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 310 nationwide. 2 list the CFP designation and 1 are also registered as broker representatives.

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

Concurrent Investment Advisors, LLC ranks number 36 in Alpharetta by registered advisors; Morgan Stanley has the most, with 284.

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

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.