Concurrent Investment Advisors, a hybrid registered investment advisor with a 1099 affiliation model, has launched a minority stake division that has invested in two RIAs. Tampa-based Concurrent’s RIA ...
TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”), a leading multi-custodial, hybrid registered investment adviser (“RIA”), reaches $9.7 billion in assets under ...
TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”) has partnered with TAVO Wealth (“TAVO”), providing strategic transition guidance and support as the team launched its ...
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 ...
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