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Glenn Holmes

Concurrent Investment Advisors, LLC

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About Glenn Holmes

Glenn Holmes is a financial advisor at Concurrent Investment Advisors, LLC, a Registered Investment Advisor, and has been in the financial services industry since 2007. Glenn is a partner at the firm which has offices in Tampa, FL. He is a licensed investment advisor, registered in Florida and has several years of experience in the industry, serving a variety of clients including individuals, high net worth individuals, pension plans, and corporations. Glenn is also a fixed insurance agent and provides insurance advice to clients.

Firm Information

Glenn Holmes 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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Glenn Holmes’s Registration & Firm History

FL

02/05/2024 - Present

Concurrent Investment Advisors, LLC (TAMPA FL)

FL

12/10/2021 - 02/06/2024

RAYMOND JAMES & ASSOCIATES, INC. (JACKSONVILLE FL)

FL

10/15/2013 - 12/11/2021

J.P. MORGAN SECURITIES LLC (JACKSONVILLE FL)

FL

11/22/2007 - 10/01/2013

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 11/17/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/27/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Glenn Holmes.
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