linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Gary Todd Fouts

Concurrent Investment Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gary? Claim Your Profile

About Gary Todd Fouts

Gary Fouts is a financial advisor with Concurrent Investment Advisors, LLC. Gary is a registered investment advisor representative in Tennessee and Texas. Gary has over 15 years of experience in the financial services industry. Gary has a wide range of experience, including working with individuals, businesses, and retirement plans. Gary provides financial planning, portfolio management, and other advisory services to clients.

Firm Information

Gary Fouts 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gary Fouts’s Registration & Firm History

FL

02/17/2023 - Present

Concurrent Investment Advisors, LLC (TAMPA FL)

TN

01/06/2016 - 12/12/2022

AMERIPRISE FINANCIAL SERVICES, LLC (Murfreesboro TN)

VA

02/18/2015 - 01/07/2016

NEXT FINANCIAL GROUP, INC. (VIRGINIA BEACH VA)

VA

07/28/2008 - 08/29/2014

NEXT FINANCIAL GROUP, INC. (VIRGINIA BEACH VA)

Not sure if Gary Todd Fouts is right for you?

Licenses & Designations

IA

Issued 10/27/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/26/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2016

Series 7 - General Securities Representative Examination

BC

Issued 07/25/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary Todd Fouts.
Not sure if Gary Todd Fouts is right for you?