Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amir? Claim Your ProfileAmir A. Barar is an Investment Advisor Representative with Concurrent Investment Advisors, LLC. Amir has been a registered advisor for over 20 years. Amir provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. Concurrent Investment Advisors, LLC is an independent investment advisor registered with the SEC. Concurrent Investment Advisors, LLC manages assets of $1 billion to $10 billion and has a combined client count of over 5,000. They provide financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, corporations, and pension plans.
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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2
CA
06/19/2023 - Present
Concurrent Investment Advisors, LLC (Walnut Creek CA)
CA
09/27/2019 - 05/26/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
CA
05/22/2009 - 10/14/2019
LPL FINANCIAL LLC (WALNUT CREEK CA)
CA
07/03/2002 - 05/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN MATEO CA)
NY
04/04/2000 - 07/09/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
10/21/1998 - 11/10/1999
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BC
Issued 01/05/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/15/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/18/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 10/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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