Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arthur? Claim Your ProfileArthur Klugh is a financial advisor with Concurrent Investment Advisors, LLC, a registered investment advisor based in Tampa, Florida. Arthur is a CERTIFIED FINANCIAL PLANNER™ professional and has been working in the financial services industry since 1999. Arthur’s experience is in providing financial planning and investment advice to individuals, corporations, and retirement plans. Arthur is also a registered representative of Goldman Sachs & Co. LLC and Mercer Allied Company, L.P. Arthur is licensed in Georgia, Kentucky, North Carolina, South Carolina and Texas.
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
SC
02/02/2024 - Present
Concurrent Investment Advisors, LLC (Anderson SC)
SC
09/08/2020 - 10/13/2023
MERCER ALLIED COMPANY, L.P. (ANDERSON SC)
SC
09/02/2020 - 10/13/2023
GOLDMAN SACHS & CO. LLC (Anderson SC)
SC
11/01/2017 - 08/31/2020
CETERA ADVISOR NETWORKS LLC (ANDERSON SC)
SC
07/17/2015 - 11/01/2017
GIRARD SECURITIES, INC. (ANDERSON SC)
SC
01/27/2006 - 07/21/2015
THE INVESTMENT CENTER, INC. (ANDERSON SC)
OH
01/21/1999 - 02/17/2006
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
BC
Issued 11/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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