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Financial ADVSR advisor directory · SEC adviser records

Concurrent Investment Advisors, LLC financial advisors in Houston, TX

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

The short answer

11 registered advisors work at Concurrent Investment Advisors, LLC in Houston, out of 310 at the firm nationwide; it ranks number 76 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Concurrent Investment Advisors, LLC advisors in Houston, 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 125McLean, 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 Houston

All Houston advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 364Morgan Stanley 304J.P. Morgan Securities LLC 301Valic Financial Advisors, Inc. 213UBS Financial Services Inc. 186Wells Fargo Clearing Services, LLC 161Strategic Advisers LLC 141Ameriprise Financial Services, LLC 136LPL Financial LLC 128Raymond James & Associates, Inc. 86Cetera Investment Advisers LLC 76Pfs Investments Inc. 76

Questions

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

11 investment adviser representatives are registered at Concurrent Investment Advisors, LLC offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 310 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

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

Concurrent Investment Advisors, LLC ranks number 76 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.

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

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.