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Concurrent Snags Six New Advisors, Adding $885M in AUM

As reported by WealthMangement.com, we’re adding six talented advisors to the Concurrent team, collectively bringing $885 million in assets under management (AUM) and further strengthening our position as a leading hybrid RIA. With these new joins, our total AUM is $9.7 billion, reflecting the value we deliver to independent financial advisors seeking a multi-custodial hybrid RIA platform that fosters growth and client success.

We’re proud to welcome the following new advisors:

  • Lora Hoff and the father-daughter team of Carl and Lindsay Lambert have joined Wealth Partners Alliance, a thriving Concurrent practice with over $1.5 billion in AUM.
  • Jason Hudson has launched Hudson Wealth Management under our umbrella.
  • Father-and-son team Ken and Tye Pipkin have established Canopy Asset Management with a dedicated team operating out of St. Simons Island, Georgia.

Read the entire article here.

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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