CONCURRENT INVESTMENT ADVISORS, LLC

2325 Lakeview Parkway Suite 175, Alpharetta, GA 30009

Claim This Location

Registered Advisors 7

Charles Wesley Davidson Thomas McLeod ERIN CAMPBELL JONES Colin John Clarkson Andrew Ross Ramsey BROOKE JACKSON MCLEOD Charles Joseph Costa

Name
Charles Wesley Davidson
Thomas McLeod
ERIN CAMPBELL JONES
Colin John Clarkson
Andrew Ross Ramsey
BROOKE JACKSON MCLEOD
Charles Joseph Costa

Claim This Location

Address

Street	2325 Lakeview Parkway Suite 175
City	Alpharetta
State	GA
ZIP	30009
Country	United States

Firm

CONCURRENT INVESTMENT ADVISORS, LLC

Legal Name	CONCURRENT INVESTMENT ADVISORS, LLC
SEC #	801-126555
CRD #	323135
Region	MIRO
Umbrella	N

Other Firms

INCOMPASS FINANCIAL PARTNERS, LLC

SOUND INCOME STRATEGIES, LLC

THE STRATEGIC FINANCIAL ALLIANCE, INC.

CG MATON ADVISORY, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

WELLS FARGO CLEARING SERVICES, LLC

J.P. MORGAN SECURITIES LLC

Other Investors

LUCY BOWEN SCOTT

TREVOR JOHN YOCHUM

KAREN CAMPBELL VINING

Michael John Breit

Derek Brian Illston

Brett Landon Baker

Jillian Rae Stearns

Andrew Michael Jarrett

Other Offices

INCOMPASS FINANCIAL PARTNERS, LLC · ALPHARETTA, GA

EDWARD JONES · ALPHARETTA, GA

SOUND INCOME STRATEGIES, LLC · Alpharetta, GA

THE STRATEGIC FINANCIAL ALLIANCE, INC. · ALPHARETTA, GA

CG MATON ADVISORY, INC. · ALPHARETTA, GA

STATE FARM INVESTMENT MANAGEMENT CORP. · Alpharetta, GA

WELLS FARGO CLEARING SERVICES, LLC · ALPHARETTA, GA

THE STRATEGIC FINANCIAL ALLIANCE, INC. · ALPHARETTA, GA

More in Alpharetta, GA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Get in touch with this office