linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Lindsay Brooke Heyman

Concurrent Investment Advisors, LLC

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

About Lindsay Brooke Heyman

Lindsay Heyman is a financial advisor at Concurrent Investment Advisors, LLC. Lindsay has been working in the financial services industry since 2017. Lindsay has a Series 7, Series 66, Series 9 and Series 10 licenses. Lindsay is a Certified Financial Planner™. Lindsay's previous experience includes working at Raymond James Financial Services, Inc. and UBS Financial Services, Inc. Lindsay is also a part-time rowing coach at the Episcopal School of Dallas.

Firm Information

Lindsay Heyman 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.

Lindsay Heyman’s Registration & Firm History

TX

05/03/2023 - Present

Concurrent Investment Advisors, LLC (Dallas TX)

TX

02/15/2019 - 05/12/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)

TX

12/18/2017 - 02/26/2019

UBS FINANCIAL SERVICES INC. (DALLAS TX)

Not sure if Lindsay Brooke Heyman is right for you?

Licenses & Designations

BOTH

Issued 06/11/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/06/2019

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/15/2019

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lindsay Brooke Heyman.
Not sure if Lindsay Brooke Heyman is right for you?