CONCURRENT ADVISORS
Concurrent provide financial guidance to individuals and their families, as well as company retirement plans and their plan sponsors.
CONCURRENT ADVISORS
Industry:
Asset Management Consulting Finance Financial Services
Founded:
2017-01-01
Address:
San Diego, California, United States
Country:
United States
Website Url:
http://www.concurrentadvisors.com
Total Employee:
1+
Status:
Active
Contact:
858-634-9665
Email Addresses:
[email protected]
Technology used in webpage:
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Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2020-05-19 | WealthEngage | WealthEngage acquired by Concurrent Advisors | N/A |
Official Site Inspections
http://www.concurrentadvisors.com
- Host name: launchkits.com
- IP address: 50.28.11.110
- Location: Lansing United States
- Latitude: 42.7348
- Longitude: -84.6245
- Metro Code: 551
- Timezone: America/Detroit
- Postal: 48917
More informations about "Concurrent Advisors"
About Us - Concurrent
The power of partnership Our roots Concurrent is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients. …See details»
Concurrent Advisors - Crunchbase Company Profile & Funding
Concurrent Advisors is located in San Diego, California, United States. Who are Concurrent Advisors 's competitors? Alternatives and possible competitors to Concurrent Advisors may …See details»
Concurrent - LinkedIn
Concurrent is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients.See details»
Home - Concurrent
The future of wealth management is independent objective specialized client-focused collaborative aligned We empower advisors to elevate their clients’ financial futures. We …See details»
Team - Concurrent
A hands-on, experienced team serving advisors and their clients Founders Nate Lenz CEO, Founding Partner Scott Steele Founding Partner, M&A Kevin McFarland Founding Partner, …See details»
Concurrent Advisors - Overview, News & Similar companies
Jun 13, 2022 Who is Concurrent Advisors. Concurrent (concurrentadvisors.com) is an advisor-owned partnership of independent organizations working together to realize a common vision …See details»
Concurrent Continues Explosive Growth with Eight New Advisor …
Sep 16, 2020 Concurrent continues to be the fastest-growing advisor organization within Raymond James Financial Services. About Concurrent Concurrent (concurrentadvisors.com) …See details»
Concurrent Reaches 5-Year Milestone As Its Advisors …
Mar 3, 2022 About Concurrent Advisors Concurrent ( concurrentadvisors.com ) is an advisor-owned partnership of independent organizations working together to realize a common vision of creating a quality ...See details»
Concurrent Welcomes Ten Advisor Partner Teams with over $1 …
Jun 3, 2021 Concurrent (concurrentadvisors.com) is an advisor-owned partnership of elite independent organizations working together to realize a common vision of creating a superior …See details»
Concurrent Continues Explosive Growth with Eight New Advisor …
SAN DIEGO, Sept. 16, 2020 /PRNewswire/ -- Concurrent, a partnership of elite independent advisors affiliated with Raymond James Financial Services, Inc. (RJFS) (member …See details»
Concurrent Launches Its Own RIA as Firm Evolves to Multi …
Sep 27, 2022 TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Advisors will restructure as a multi-custodial, hybrid registered investment adviser (RIA), a crucial next step in the firm’s mission …See details»
Concurrent Supports Advisor Affiliates With $953M of New …
May 18, 2022 About Concurrent Advisors Concurrent ( concurrentadvisors.com ) is an advisor-owned partnership of independent organizations working together to realize a common vision …See details»
Advisors - Concurrent
A new breed of independence Concurrent represents like-minded firms that collaborate and leverage scale and resources to enhance the value proposition for clients and advisors alike. …See details»
Concurrent Advisors Overview - Salary.com
Concurrent Advisors Information BETA. Headquarters Address: 12651 High Bluff Dr Ste 250, San Diego, California. Phone Number: +1 8586349665. Revenue: $10 Million - $25 Million ... The …See details»
Concurrent Investment Advisors Review 2024 - investor.com
Oct 16, 2024 Concurrent Investment Advisors, registered in 2022, serves 49 state(s) with a licensed staff of 126 advisors. Concurrent Investment Advisors manages $6.3 billion and …See details»
Concurrent Adds Eight Advisors With $885M in AUM - Wealth …
Dec 5, 2024 Concurrent Investment Advisors, a Tampa-based hybrid RIA that was formerly an office of supervisory jurisdiction under Raymond James, has added six new advisors with a …See details»
Independent Advisor Solutions - Concurrent
Reinventing independence A breed of our own At Concurrent, we are redefining what it means to be independent. Our unique model is designed to support entrepreneurial advisors who seek …See details»
Concurrent restructures to recruit advisors from across wealth ...
In a move that was more than six months in the making, Concurrent Investment Advisors has restructured as a hybrid registered investment advisor, which positions it to recruit advisors …See details»
Concurrent Officially Launches RIA With Over $440 Million in New …
TAMPA, Fla.–(BUSINESS WIRE)–Concurrent Investment Advisors, LLC (“Concurrent”) has successfully restructured as a multi-custodial, hybrid registered investment adviser (“RIA”). …See details»
Concurrent Continues to Hit Growth Projections, Adds Three New …
Concurrent Investment Advisors, LLC (“Concurrent”), a leading multi-custodial, hybrid registered investment adviser (“RIA”), continues to meet its growth projections, attracting three new …See details»