Concurrent Investment Advisors

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Concurrent Investment Advisors — overview

About

Concurrent Investment Advisors is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offers include financial planning, investment planning, retirement planning, education savings, cash flow planning, charitable giving, estate planning, investment management, portfolio management, and wealth management. The wealth manger advises individuals, high net worth individuals, families, trusts, estates, and businesses.

Concurrent Investment Advisors - known decision makers (112)

Position	Location	Asset Class
Investment Analytics	Tampa, US	GEN
Investment Adviser Representative	Greenwood Village, US	GEN
Associate Director of Compliance	Tampa, US	GEN
Associate Financial Planner	Tampa, US	GEN
Investment Adviser Representative	Tampa, US	PEREINFHFPD

Showing 5 of 112 known decision makers Concurrent Investment Advisors

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