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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Mekosh is an active investment advisor representative with Concurrent Investment Advisors, LLC based in Phoenix, Arizona. Brent has been in the financial industry since 1998. Prior to joining Concurrent Investment Advisors, LLC, Brent worked at Raymond James Financial Services, Inc. Brent is a CERTIFIED FINANCIAL PLANNER™ professional. Concurrent Investment Advisors, LLC is a Registered Investment Advisor (RIA) that provides financial planning, investment advisory services, and pension consulting. The firm has a presence in Scottsdale, Arizona, Phoenix, Arizona, and Tampa, Florida.
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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AZ
04/24/2024 - Present
Concurrent Investment Advisors, LLC (Scottsdale AZ)
AZ
05/10/2007 - 04/25/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (PHOENIX AZ)
NY
04/23/2001 - 02/01/2006
BEAR WAGNER SPECIALISTS LLC (NEW YORK NY)
NY
10/08/1999 - 04/23/2001
WAGNER STOTT MERCATOR, L.L.C. (NEW YORK NY)
NY
11/11/1998 - 10/08/1999
CMJ PARTNERS LLC (NEW YORK NY)
NY
04/10/1997 - 06/11/1998
CMJ PARTNERS LLC (NEW YORK NY)
IA
Issued 07/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/21/1997
Series 24 - General Securities Principal Examination
BC
Issued 05/20/1997
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/24/2000
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 02/15/2000
Series 25 - NYSE Trading Assistant Examination
BC
Issued 10/01/1997
Series 3 - National Commodity Futures Examination
BC
Issued 04/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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