Brian James Campagna

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

• 01/2011 → 10/2019
  Pacific Capital Resource Group
  Lake Oswego, OR
• 10/2019 → 04/2023
  Raymond James Financial Services, Inc
  Portland, OR
• 10/2019 → 04/2023
  Raymond James Financial Services Advisor, Inc
  Lake Oswego, OR
• 10/2019 → Present
  Concurrent Advisors - Dba
  Lake Oswego, OR
• 10/2019 → Present
  Brian Campagna - Insurance Dba
  Lake Oswego, OR
• 09/2019 → Present
  Rental Property
  Lake Oswego, OR
• 04/2011 → 10/2019
  Hornor Townsend And Kent
  Lake Oswego, OR
• 04/2023 → Present
  Concurrent Investment Advisors Llc
  Bend, OR
• 04/2023 → 04/2026
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2019-10-25 → 2023-05-09
  Raymond James Financial Services Advisors, Inc
  Portland, OR
• 2011-05-09 → 2019-10-28
  Hornor, Townsend & Kent, Llc
  Lake Oswego, OR

Other Businesses

1) Concurrent Investment Advisors, LLC d/b/a Columbia Associates Wealth Management Group - Investment Related: Yes; At reported Location; RIA/Brand Name; IAR/ Financial Advisor; 4/19/2023; 160 hrs/mo; During All securities trading hours during US Market Business Days; Meeting with current client to service their investments and financial plan and finding new and onboarding new clients. 2) Rental Properties - Investment Related: NO; 655 2nd Street, Lake Oswego OR 97034; Real Estate Rental / Commercial /Property / Management Services; Owner; 9/1/2019; 1 hr/mo; Not During US Market Business Hours; I own two rental houses in Lake Oswego. I have a property manager who handles most requests. 3) Brian Campagna, Insurance - Investment Related: Yes; At reported location; Fixed Insurance/Annuity; Agent; 10/1/2019;5hrs/mo; 5hrs/mo; In addition to normal brokerage insurance options, I maintain direct access to life, disability and long term care companies. This way we can service any clients polices and maintain our independence even if the company is not under the bigger brokerage. 4) Fixed Insurance - Investment Related: Yes; At reported location; Fixed Insurance/Annuity; Agent; 10/1/2019; 5hrs/mo; 5hrs/mo; To provide fixed insurance and annuity products to clients to meet their financial needs.

Exams

• S66 Uniform Combined State Law Examination
  2011-05-02