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

Concurrent Officially Launches RIA With Over $440 Million in New Assets

TAMPA, Fla.–(BUSINESS WIRE)–Concurrent Investment Advisors, LLC (“Concurrent”) has successfully restructured as a multi-custodial, hybrid registered investment adviser (“RIA”). Advancing on its mission of empowering growth for

Find your Niche with Nate Lenz, CEO and Co-Founder of Concurrent

When considering the opportunities independence offers, advisors need to evaluate where their practice is now, what goals they want to achieve for growth in the

Concurrent CEO Nate Lenz Named 40 Under 40 Winner

At 25, Nate Lenz was the youngest vice president at Raymond James Financial Services, where he led the succession planning and acquisition team and helped

Concurrent to Leave Raymond James, Restructure as a $13B RIA

Concurrent Advisors, a fast-growing independent practice that is currently affiliated with Raymond James Financial, is restructuring as a multicustodial hybrid RIA, the firm said. As

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

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.

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