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Financial ADVSR advisor directory · SEC adviser records

Concurrent Investment Advisors, LLC financial advisors in Longview, TX

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

3 registered advisors work at Concurrent Investment Advisors, LLC in Longview, out of 342 at the firm nationwide; it ranks number 12 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

Concurrent Investment Advisors, LLC advisors in Longview, 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 144Houston, TX 15Dallas, TX 14McLean, VA 14San Diego, CA 8Alpharetta, GA 5Ashton, MD 5Bradenton, FL 5Fort Lauderdale, FL 4Plainview, NY 4The Woodlands, TX 4Atlanta, GA 3Charlotte, NC 3Chicago, IL 3Colorado Springs, CO 3

Other firms in Longview

All Longview advisors →

Wells Fargo Advisors Financial Network, LLC 20LPL Financial LLC 15Morgan Stanley 12Edward Jones 9Ameriprise Financial Services, LLC 5RBC Capital Markets, LLC 5Osaic Wealth, Inc. 4Pfs Investments Inc. 4Rose Wealth, LLC 4&Partners 3Cetera Investment Advisers LLC 3Stifel, Nicolaus & Company, Incorporated 3

Questions

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

3 investment adviser representatives are registered at Concurrent Investment Advisors, LLC offices in Longview, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 342 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

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

Concurrent Investment Advisors, LLC ranks number 12 in Longview by registered advisors; Wells Fargo Advisors Financial Network, LLC has the most, with 20.

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

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.