Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Thor Hoppess is a registered representative with Concurrent Investment Advisors, LLC and has been in the financial industry since August 1, 1994. David has a wide range of experience working with different clients including individuals, corporations, and pension and profit-sharing plans. David is registered to provide investment advice in 13 states. David also works with other financial firms. He is currently registered with Concurrent Investment Advisors, LLC and has previously worked with Ameriprise Financial Services, Inc. and Wells Fargo Advisors, LLC. Concurrent Investment Advisors, LLC is a registered investment advisor that provides financial planning, pension consulting, and portfolio management services.
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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2
TX
01/22/2025 - Present
Concurrent Investment Advisors, LLC (Dallas TX)
TX
01/01/2008 - 03/31/2014
WELLS FARGO ADVISORS, LLC (FRISCO TX)
TX
05/17/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FRISCO TX)
TX
03/07/2006 - 05/31/2007
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
TX
01/13/1995 - 03/20/2006
A. G. EDWARDS & SONS, INC. (BRYAN TX)
MN
11/03/1994 - 11/15/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/03/1994 - 11/15/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
05/23/1994 - 10/20/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/23/1994 - 10/20/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/12/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2003
Series 3 - National Commodity Futures Examination
BC
Issued 05/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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