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Financial ADVSR advisor directory · SEC adviser records

Concurrent Investment Advisors, LLC financial advisors in Dallas, TX

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

The short answer

8 registered advisors work at Concurrent Investment Advisors, LLC in Dallas, out of 310 at the firm nationwide; it ranks number 77 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Concurrent Investment Advisors, LLC advisors in Dallas, 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 9Colorado Springs, CO 5Alpharetta, GA 4Ashton, MD 4Newburgh, NY 4Northfield, NJ 4The Woodlands, TX 4Bethesda, MD 3Bradenton, FL 3Fort Lauderdale, FL 3Lakewood Ranch, FL 3Lebanon, VA 3

Other firms in Dallas

All Dallas advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 233J.P. Morgan Securities LLC 228Morgan Stanley 226UBS Financial Services Inc. 137Goldman Sachs Wealth Services, L.P. 94Cetera Investment Advisers LLC 85Wells Fargo Clearing Services, LLC 83Rockefeller Financial LLC 78LPL Financial LLC 73Hilltop Securities Inc. 70Momentum Independent Network Inc. 69Strategic Advisers LLC 68

Questions

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

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

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

Concurrent Investment Advisors, LLC ranks number 77 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 233.

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

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.