Robert Lee Ortbals

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, Inc.
  San Diego, CA
• 06/2016 → 05/2023
  Raymond James Financial Services Advisors Inc.
  San Diego, CA
• 05/2016 → Present
  Next Retirement Solutions
  St. Charles, MO
• 05/2023 → Present
  Concurrent Investment Advisors Llc
  San Diego, CA

Previous Registrations

• 2016-06-07 → 2023-06-05
  Raymond James Financial Services Advisors, Inc
  San Diego, CA
  San Diego, CA
  San Diego, CA
• 2010-05-13 → 2016-06-01
  Wells Fargo Clearing Services, Llc
  Clayton, MO
  San Diego, CA
  San Diego, CA

Other Businesses

(1)Name of Business: Next Retirement Solutions Address: 2004 Avignon Ct, St Charles, MO, 63303, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 05/27/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (2) Purshe Kaplan Sterling Investments, Inc.; Registered Representative; Investment related: Yes; 140 E Tyler St, Ste 240, Longview, TX, 75601; Duties: Financial Advisor, Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 4-6; Percentage of total yearly compensation expected to be derived from the business: Commissions;

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-05-12
• S63 Uniform Securities Agent State Law Examination
  1997-07-11

Other Names

• Bob Ortbals
• Robert Lee Ortbals
• Robert L Ortbals