Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam MacDonald is a registered investment advisor representative with Concurrent Investment Advisors, LLC. Adam has been in the industry since 2014 and holds the Series 65 license. Adam has experience in logistical planning and has worked with various organizations including the Department of National Defence and Concurrent Investment Advisors, LLC. Concurrent Investment Advisors, LLC provides a wide range of services, including portfolio management for individuals and businesses, financial planning, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
11/18/2024 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
Active
Inactive
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