Concurrent Recognized As Best Place To Work By InvestmentNews

Best Places to Work for Financial Advisors is a research-driven program from Best Companies Group that examines your company’s practices, programs and benefits and surveys your employees for their perspective. Companies that meet certain criteria are considered the Best Places to Work for Financial Advisors.

Read the full article here.

Share

More Posts

Financial Advisor IQ: Concurrent Fills Out Leadership With Hires From Fidelity And Creative Planning

April 25, 2024 As reported in FinancialAdvisorIQ by Brianna Monsanto, Concurrent Investment Advisors has recently expanded our leadership team by hiring former executives from notable

InvestmentNews: Concurrent Invests In Tomorrow With Leadership Hires

April 24, 2024 Leo Almazora of InvestmentNews reported that Concurrent has recently enhanced our leadership team by adding four seasoned professionals, aiming to bolster its

Concurrent Hires CFO from Creative Planning In Addition To Three More Executives

April 24, 2024 As reported in CityWire by Andrew Foerch, Concurrent Investment Advisors has recently expanded our executive team, appointing Bo Ellison as the new

WealthManagement.com: Concurrent Shifts Into ‘Growth Mode’ with Four Industry Hires

April 24, 2024 As reported in WealthManagement.com by Ali Hibbs, Concurrent is shifting into “growth mode” as we mark almost a year since our transition

Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC are not affiliated companies.

These materials have been independently produced by Concurrent. Concurrent is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Concurrent provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

Fidelity Investments and Fidelity Institutional® (together “Fidelity”) is an independent company unaffiliated with Concurrent Investment Advisors LLC (“Concurrent”). Fidelity is a service provider to Concurrent. There is no form of legal partnership, agency affiliation, or similar relationship between Concurrent and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC 1077692.1.0