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Douglas C Tate

Concurrent Investment Advisors, LLC

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About Douglas C Tate

Douglas C. Tate is a financial advisor with over 11 years of experience in the financial services industry. Douglas is currently registered with Concurrent Investment Advisors, LLC and is licensed in 22 states. Prior to joining Concurrent Investment Advisors, LLC, Douglas was a financial advisor at Benjamin F. Edwards & Company, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Douglas specializes in financial planning, portfolio management for individuals and selection of other advisors.

Firm Information

Douglas Tate 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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Douglas Tate’s Registration & Firm History

LA

02/17/2023 - Present

Concurrent Investment Advisors, LLC (Mandeville LA)

LA

10/14/2016 - 01/11/2023

BENJAMIN F. EDWARDS & COMPANY, INC. (MANDEVILLE LA)

LA

01/06/2012 - 10/17/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANDEVILLE LA)

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Licenses & Designations

BOTH

Issued 03/20/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Douglas C Tate.
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