Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan MacLardy is a financial advisor at Concurrent Investment Advisors, LLC with over 30 years of experience. Jeffrey has held various positions in the financial industry, including roles at R.F. Stearns, Inc. and JAM Computer Consulting. Jeffrey has held licenses with LPL Financial, LLC, Raymond James Financial Services, Inc., and most recently with Purshe Kaplan Sterling Investments. Jeffrey is currently registered in Washington and has a Series 66, Series 7TO, and SIE license. Jeffrey specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Jeffrey offers a variety of financial services, including financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. Concurrent Investment Advisors, LLC is a registered investment advisor with over $6.2 billion in assets under management. The firm offers a range of advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and pension and profit-sharing plans. Concurrent Investment Advisors, LLC's primary office is located in Tampa, Florida.
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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WA
04/18/2023 - Present
Concurrent Investment Advisors, LLC (Vancouver WA)
WA
04/18/2023 - 07/01/2024
PURSHE KAPLAN STERLING INVESTMENTS (Vancouver WA)
WA
10/24/2019 - 05/09/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (VANCOUVER WA)
WA
06/20/2019 - 11/04/2019
LPL FINANCIAL LLC (VANCOUVER WA)
BOTH
Issued 08/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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