Concurrent Investment Advisors, a Tampa, Fla.-based hybrid registered investment advisor, added seven advisory teams to its RIA platform in the fourth quarter, boosting its total client assets under ...
Concurrent Investment Advisors, the Tampa, Fla.-based OSJ-turned-RIA restructured by Nate Lenz, Scott Steele and Kevin McFarland late last year, has landed the largest partner firm in its six-year ...
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