TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial, hybrid registered investment adviser, continues to attract advisors across the industry, adding six ...
BOULDER, Colo., June 2, 2025 /PRNewswire/ -- Concurrent Investment Advisors, LLC ("Concurrent"), a leader in wealth management solutions, is expanding its partnership with TIFIN @Work by leveraging ...
Concurrent continues its steady growth, leveraging its partnership and platform capabilities to support the launch of a new national firm led by four industry veterans Concurrent Investment Advisors, ...
Concurrent Investment Advisors, the Tampa, Fla.-based OSJ-turned-RIA restructured by Nate Lenz, Scott Steele and Kevin McFarland late last year, has landed the largest partner firm in its six-year ...
TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”) has successfully restructured as a multi-custodial, hybrid registered investment adviser (“RIA”). Advancing on its ...
Concurrent Investment Advisors, a Tampa-based hybrid RIA with $9.7 billion in assets that was formerly an office of supervisory jurisdiction under Raymond James, has hired David Montgomery as managing ...
SANFORD, Fla., May 14, 2025 /PRNewswire/ -- Concurrent Utility Services, an established provider of construction, installation and maintenance services for power and telecom providers throughout the ...
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