linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Gray

Concurrent Investment Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian Gray

Brian Gray is a financial advisor with Concurrent Investment Advisors, LLC. Brian has over 16 years of experience in the financial services industry. Brian is registered with the state of Texas and Illinois as an Investment Advisor Representative and has his Series 7, Series 66, and SIE licenses. Concurrent Investment Advisors, LLC provides investment advisory services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, and other clients.

Firm Information

Brian Gray is currently registered with Concurrent Investment Advisors, LLC. Concurrent Investment Advisors, LLC is a registered investment advisor headquartered in Tampa, Florida. The firm manages approximately $1 billion to $10 billion in assets for individuals, corporations, pension and profit-sharing plans, and other entities. Concurrent Investment Advisors offers a variety of services, including financial planning, portfolio management, pension consulting, and selection of other advisors. The firm also participates in wrap fee programs.
Concurrent Investment Advisors, LLC

100 S. ASHLEY DRIVE

TAMPA, FL 33602

$6.26B

Assets Under Management

Not reported

Total Clients

150

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Gray’s Registration & Firm History

IL

06/19/2023 - Present

Concurrent Investment Advisors, LLC (Chicago IL)

IL

05/26/2017 - 04/25/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (CHICAGO IL)

IL

01/01/2008 - 05/30/2017

WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)

IL

05/31/2007 - 01/03/2008

A. G. EDWARDS & SONS, INC. (CHICAGO IL)

Not sure if Brian Gray is right for you?

Licenses & Designations

BOTH

Issued 06/15/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/30/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Gray.
Not sure if Brian Gray is right for you?