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David Michael Montgomery

Concurrent Investment Advisors, LLC

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About David Michael Montgomery

David Montgomery is a registered investment advisor representative with Concurrent Investment Advisors, LLC. David has been in the securities industry for over 10 years and has held several positions at various financial institutions. David has a series of exams and designations that qualify them to provide financial advice and has a proven track record of success in the industry.

Firm Information

David Montgomery 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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David Montgomery’s Registration & Firm History

FL

12/06/2024 - Present

Concurrent Investment Advisors, LLC (TAMPA FL)

FL

06/14/2013 - 12/27/2016

LPL FINANCIAL LLC (TAMPA FL)

FL

05/31/2011 - 06/17/2013

FINANCIAL TELESIS INC (TAMPA FL)

FL

03/23/2011 - 05/31/2011

WADDELL & REED, INC. (TAMPA FL)

FL

10/11/2006 - 03/17/2011

T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)

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Licenses & Designations

BOTH

Issued 11/12/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/02/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/27/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2007

Series 7 - General Securities Representative Examination

BC

Issued 09/14/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Michael Montgomery.
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