Kevin Ray Mcfarland

Employer firm

Concurrent Investment Advisors, LLC CRD 323135

$15.7B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 05/2023
  Raymond James Financial Services Advisors, Inc.
  San Diego, CA
• 06/2016 → 05/2023
  Raymond James Financial Services Advisors Inc.
  San Diego, CA
• 05/2016 → Present
  Next Retirement Solutions, Llc.
  San Diego, CA
• 05/2016 → Present
  Concurrent Investment Advisors Dba Next Retirement Solutions
  San Diego, CA
• 05/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2016-06-06 → 2023-06-05
  Raymond James Financial Services Advisors, Inc
  San Diego, CA
  San Diego, CA
  San Diego, CA
  Las Vegas, NV
• 2008-01-01 → 2016-06-01
  Wells Fargo Clearing Services, Llc
  San Diego, CA
  San Diego, CA
• 2002-11-14 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  La Jolla, CA
  La Jolla, CA
  San Diego, CA
  St. Louis, MO
  San Diego, CA

Other Businesses

1) Concurrent Investment Advisors dba Next Retirement Solutions. Investment-related. At registered location. RIA. Financial Advisor. Start date: 05/2016. 160 hrs/month; all during trading hours. Provide advice to clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 05/2016. 4 hrs/month; all during trading hours. Sales of fixed / traditional insurance products. 3) PKSF. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 05/2023. 4hrs/month; all during trading hours. Sales of fixed / traditional insurance products. 4) Valley Farm Racing LLC. Not investment-related. Located at 886 Gallery Course Drive, Las Vegas, NV 89148. Horse Farm. Manager. Start: 05/2017. 2 hr/month; all during trading hours. Operate our horse activities. 5) Next Retirement Holdings LLC. Investment-related. Located at registered location. Partner. Start date: 02/04/2025. less than 5 hours per month, all during trading hours. Support company

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-03-27

Other Names

• Kevin Ray Mcfarland
• Kevin Mcfarland