Concurrent Investment Advisors is expanding in the Southeast by recruiting an eight-member team with $700 million in assets under management formerly affiliated with Raymond James
The new Fidelity Independence Hub offers information and tools for advisors thinking about striking out on their own. One in six advisors changed firms over
LPL, Cetera, Kestra And Robertson Stephens Conduct Recruitments While EP Wealth Acquires 2 Firms, Concurrent Adds Lumature As Network Partner, And SpirePoint Launches As RIA
Concurrent has added Schwab Advisor Services as another custodial option for advisors after selecting Fidelity as its primary custodian earlier this year, the Tampa, Florida-based
The former Raymond James OSJ has joined Schwab’s custody platform after relaunching earlier this year as an independent middle- and back-office services provider. Hybrid RIA
A year after announcing it would leave Raymond James and restructure from an OSJ to a hybrid, multi-custodial RIA, Concurrent says it recruited more than
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
