Concurrent Investment Advisors, a Tampa, Fla.-based hybrid registered investment advisor, added seven advisory teams to its RIA platform in the fourth quarter, boosting its total client assets under ...
TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”) has partnered with TAVO Wealth (“TAVO”), providing strategic transition guidance and support as the team launched its ...
Concurrent Advisors is dropping its affiliation with Raymond James to restructure as a multicustodial, hybrid registered investment advisor over the coming months, the firm announced Tuesday, calling ...
TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial, hybrid registered investment adviser, closes out 2025 with an impressive 50% growth trajectory. The ...
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