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Paul Duong Phan

Concurrent Investment Advisors, LLC

Ashburn, VA

Tampa, FL

CRD 4450843

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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:

Current Employers
Concurrent Investment Advisors, Llc

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-10-21
  • VA RA
    APPROVED
    Since 2025-10-21

Branch Locations

Ashburn, VA • United States

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mutual Of Omaha Insurance Company Roanoke VA 01/2015 06/2021
Mutual Of Omaha Investor Services Roanoke VA 01/2015 06/2021
Tra Appleton WI 06/2021 05/2025
Concurrent Investment Advisors, Llc Tampa FL 06/2025 Present
  • 01/2015 → 06/2021
    Mutual Of Omaha Insurance Company
    Roanoke, VA
  • 01/2015 → 06/2021
    Mutual Of Omaha Investor Services
    Roanoke, VA
  • 06/2021 → 05/2025
    Tra
    Appleton, WI
  • 06/2025 → Present
    Concurrent Investment Advisors, Llc
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-21
S63 Uniform Securities Agent State Law Examination 2010-06-24
  • S65 Uniform Investment Adviser Law Examination
    2025-10-21
  • S63 Uniform Securities Agent State Law Examination
    2010-06-24

View on SEC IAPD

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