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Brooke Jackson McLeod

Concurrent Investment Advisors, LLC

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About Brooke Jackson McLeod

Brooke Jackson McLeod is an investment advisor representative with Concurrent Investment Advisors, LLC. Brooke has been in the financial industry since 2011, starting her career with PPA Investments, Inc. and continuing with Girard Securities, Inc. in 2013. Brooke holds the Series 66, SIE, and Series 7 securities licenses, and is a Certified Financial Planner. Brooke has expertise in financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Brooke McLeod 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Brooke McLeod’s Registration & Firm History

FL

10/02/2023 - Present

Concurrent Investment Advisors, LLC (TAMPA FL)

GA

01/12/2021 - 10/02/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (Alpharetta GA)

GA

11/01/2017 - 05/28/2019

CETERA ADVISOR NETWORKS LLC (ALPHARETTA GA)

GA

06/14/2013 - 11/01/2017

GIRARD SECURITIES, INC. (ALPHARETTA GA)

GA

09/12/2011 - 06/28/2013

PPA INVESTMENTS, INC. (ROSWELL GA)

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Licenses & Designations

BOTH

Issued 11/23/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brooke Jackson McLeod.
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