Concurrent is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients. We provide the foundation to launch an independent business, ongoing scale, resources to allow advisors to focus on the best use of their time with clients, and a community of like-minded advisors. We are currently one of the largest and fastest-growing registered investment advisors (RIA) in the country. For more information, visit www.poweredbyconcurrent.com.
View Top Employees from ConcurrentWebsite | http://poweredbyconcurrent.com/ |
Employees | 53 (29 on RocketReach) |
Founded | 2017 |
Address | 100 S Ashley Dr, Tampa, Florida 33602, US |
Industry | Financial Services |
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Courtney Haddad is the Chief Compliance Officer of Concurrent.
29 people are employed at Concurrent.
Concurrent is based in Tampa, Florida.