Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Huberman is a financial advisor with Concurrent Investment Advisors, LLC. Keith has been in the financial services industry since 1998. He is registered with the state of Texas and North Carolina as an Investment Advisor Representative. Keith has a wide range of experience in wealth management, investment advice, and insurance products. He is a Certified Financial Planner and holds the Series 7, Series 24, Series 63, and Series 65 licenses. Keith is dedicated to helping individuals and families achieve their financial goals.
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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2
FL
03/23/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
NC
08/31/2018 - 03/30/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (MATTHEWS NC)
CO
05/29/2009 - 08/31/2018
THE LEADERS GROUP, INC. (LITTLETON CO)
TX
07/03/2008 - 06/01/2009
AMERICAN GENERAL EQUITY SERVICES CORPORATION (HOUSTON TX)
TN
07/23/2004 - 04/15/2008
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
CO
02/04/2003 - 05/12/2004
THE LEADERS GROUP, INC. (LITTLETON CO)
NC
12/06/1999 - 02/07/2003
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
NY
04/01/1998 - 08/18/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
04/01/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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