Welcome Allegiant Wealth Partners to Concurrent
We’re pleased to welcome Allegiant Wealth Partners to the Concurrent platform! Allegiant joined our team this spring, and we’re excited to support them and drive
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Welcome Danielson Tate to Concurrent
We’re pleased to welcome Danielson Tate Capital Partners to the Concurrent platform! We’re excited to work with them to provide service for their clients, including
Welcome to Concurrent, Columbia Associates
We’re proud to announce that Columbia Associates Wealth Management Group has joined the Concurrent platform! Columbia Associates Wealth Management Group is a financial services firm
Welcome Spectrum Wealth to Concurrent
We’re excited to welcome Spectrum Wealth Partners to the Concurrent platform! We’re eager to partner with this firm as they bring individualized financial solutions to
Tampa’s Concurrent swipes $700M Raymond James team in largest recruitment since launch
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
Fidelity Unveils Resources to Help Advisors Go Independent
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
