Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Davidson has been in the financial services industry since April 14, 2001. Charles is currently registered with Concurrent Investment Advisors, LLC in Georgia and Texas. Concurrent Investment Advisors, LLC is an SEC-registered investment advisor with offices in Tampa, FL and Alpharetta, GA. Charles specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Charles has a wide range of experience in the financial services industry, having previously worked for Raymond James Financial Services, Inc., Cetera Advisor Networks LLC, SunTrust Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Charles is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Charles holds a Series 7, Series 31, and Series 66 license.
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.
1
2
FL
02/02/2024 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
GA
06/03/2020 - 10/03/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Alpharetta GA)
GA
03/04/2019 - 06/08/2020
CETERA ADVISOR NETWORKS LLC (ALPHARETTA GA)
GA
01/17/2014 - 01/18/2019
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
04/17/2002 - 01/21/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
NY
01/19/1999 - 03/04/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 05/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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