Concurrent Investment Advisors, LLC ("Concurrent") has partnered with TAVO Wealth ("TAVO"), providing strategic transition guidance and support as the team launched its independent practice. TAVO ...
Fehrman Investment Group, a family-owned practice in Augusta, Ga., and three other advisors have joined the Concurrent Investment Advisors network, adding more than $450 million in client assets. The ...
An advisor team managing $1.2 billion in client assets has left Raymond James to go independent with Florida-based RIA Concurrent, which will take a minority stake in the newly formed TAVO Wealth TAVO ...
TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial hybrid RIA, welcomes The Wealth Stewards to its growing network of aligned, independent financial ...
Concurrent continues its steady growth, leveraging its partnership and platform capabilities to support the launch of a new national firm led by four industry veterans Concurrent Investment Advisors, ...
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