Bobby Neil Foster

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Colorado Springs, CO
• 02/2006 → 05/2020
  Wells Fargo Clearing Services, Llc
  Colorado Springs, CO
• 05/2020 → 05/2023
  Raymond James Financial Services, Inc
  Colorado Springs, CO
• 05/2020 → 05/2023
  Raymond James Financial Services Advisors
  Colorado Springs, CO
• 06/2022 → Present
  Concurrent Investment Advisors Llc Dba Legacy Private Wealth Ptr
  Colorado Springs, CO
• 05/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2020-05-01 → 2023-05-26
  Raymond James Financial Services Advisors, Inc
  Colorado Springs, CO
• 2007-04-06 → 2020-05-05
  Wells Fargo Clearing Services, Llc
  Greenwood Village, CO
  Colorado Springs, CO

Other Businesses

1) Concurrent Investment Advisors, LLC dba Legacy Private Wealth Management. Investment-related. At registered location. RIA. Financial Advisor. Start date: 06/2022. 160hrs/month; all during trading hours. Provide advice to clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 06/2022. 4 hrs/month; all during trading hours. Sales of fixed / traditional insurance products. 3) BNF Wealth Management LLC. Investment-related. At registered location. Holding Company. Owner. Start: 06/2022. 10 hr/month; none during trading hours. Flow through company used to congregate income generated from commission. 4) Concurrent 1. Investment-Related. At registered location. Holding Company. Passive Investor. Start: 06/2022. 1 hr/month; all during trading hours. Passive investor. 5) Concurrent 2. Investment-Related. At registered location. Holding Company. Passive Investor. Start: 05/2023. 1 hr/month; all during trading hours. Passive investor.

Exams

• S66 Uniform Combined State Law Examination
  2007-04-05

Designations

• Certified Financial Planner