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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Clarkson is a financial professional with experience in the financial industry. Colin Clarkson is currently registered with Concurrent Investment Advisors, LLC in the state of Georgia. Colin Clarkson has been registered in Georgia as a Registered Investment Advisor since October 11, 2023. Colin Clarkson holds Series 7TO, SIE, and Series 66 licenses. Colin Clarkson was previously registered with RAYMOND JAMES FINANCIAL SERVICES, INC. in Georgia. Colin Clarkson has worked with Lumature Wealth Partners in Alpharetta, Georgia. Colin Clarkson's background includes a focus on high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans. Concurrent Investment Advisors, LLC is a Registered Investment Advisor with the SEC and has approximately $1 billion - $10 billion in assets under management.
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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GA
10/11/2023 - Present
Concurrent Investment Advisors, LLC (Alpharetta GA)
GA
12/17/2022 - 10/03/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Alpharetta GA)
BOTH
Issued 06/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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