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Financial ADVSR advisor directory · SEC adviser records

Concurrent Investment Advisors, LLC financial advisors in Atlanta, GA

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

The short answer

3 registered advisors work at Concurrent Investment Advisors, LLC in Atlanta, out of 310 at the firm nationwide; it ranks number 146 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.

Concurrent Investment Advisors, LLC advisors in Atlanta, 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 4Charlotte, NC 3Chicago, IL 3Colorado Springs, CO 3Fort Lauderdale, FL 3Greenwood Village, CO 3Grosse Pointe, MI 3

Other firms in Atlanta

All Atlanta advisors →

Morgan Stanley 419Merrill Lynch, Pierce, Fenner & Smith Incorporated 259J.P. Morgan Securities LLC 166Truist Advisory Services, Inc. 139UBS Financial Services Inc. 139Rockefeller Financial LLC 136Advisory Services Network 112Hb Wealth 104Openarc Corporate Advisory, LLC 97Wells Fargo Clearing Services, LLC 83Raymond James & Associates, Inc. 82Goldman Sachs Wealth Services, L.P. 75

Questions

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

3 investment adviser representatives are registered at Concurrent Investment Advisors, LLC offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 310 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

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

Concurrent Investment Advisors, LLC ranks number 146 in Atlanta by registered advisors; Morgan Stanley has the most, with 419.

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

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.