Kenneth Lake Pipkin

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

• 06/2010 → 11/2018
  Lpl Financial, Llc
  St. Simons Island, GA
• 06/2010 → 11/2018
  Independent Financial Partners
  St. Simons Island, GA
• 11/2018 → 07/2022
  Eudaimonia Partners, Llc
  St. Simons Island, GA
• 07/2022 → 05/2024
  Imprint Wealth Llc
  Mount Pleasant, SC
• 05/2024 → Present
  Concurrent Investment Advisors, Llc
  St. Simons Island, GA
• 06/2010 → Present
  Canopy Asset Mgt.
  St. Simons Island, GA

Previous Registrations

• 2023-01-17 → 2024-06-13
  Imprint Wealth Llc
  Mount Pleasant, SC
  St. Simons Island, GA
• 2019-02-15 → 2022-07-22
  Eudaimonia Partners, Llc
  St. Simons Island, GA
  Winchester, TN
• 2010-08-02 → 2019-01-15
  Independent Financial Partners
  St Simons, GA
  St Simons Island, GA
• 2004-04-14 → 2010-06-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Brunswick, GA
  Saint Simons Island, GA

Other Businesses

Secretary, Ocean Lodge # 214, F & A M; President, Waverly Home Owner's Assoc; Co-Trsutee under the will of Jacquelyn P. Willingham for the benefit of Christopher Victior, and Co-Trustee under the will of Jacquelyn P. Willingham for the benefit of Stephen Adamson Victior; Canopy Asset Management, 6/2010, Founding Partner, Hrs/Mon - 1, Business Related - Yes

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-09-07
• S63 Uniform Securities Agent State Law Examination
  1999-04-19

Designations

• Certified Financial Planner

Other Names

• Ken Pipkin