linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Reeber

Concurrent Investment Advisors, LLC

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

About John Reeber

John Reeber is a financial advisor with Concurrent Investment Advisors, LLC. John has over 10 years of experience in the financial services industry. John is registered with the state of Michigan. Prior to joining Concurrent Investment Advisors, LLC, John worked at Purshe Kaplan Sterling Investments, Inc. and Raymond James Financial Services, Inc. John specializes in providing financial advice to individuals, corporations, and pension and profit sharing plans.

Firm Information

John Reeber 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.

John Reeber’s Registration & Firm History

FL

04/19/2023 - Present

Concurrent Investment Advisors, LLC (TAMPA FL)

MI

04/17/2023 - 01/25/2024

PURSHE KAPLAN STERLING INVESTMENTS (Grosse Pointe MI)

MI

10/09/2020 - 04/25/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (GROSSE POINTE MI)

MI

05/16/2014 - 10/19/2020

WELLS FARGO CLEARING SERVICES, LLC (GROSSE POINTE WOODS MI)

Not sure if John Reeber is right for you?

Licenses & Designations

BOTH

Issued 11/19/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for John Reeber. Review regulatory record here.
Not sure if John Reeber is right for you?