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Matthew Mark Lindamood

Concurrent Investment Advisors, LLC

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About Matthew Mark Lindamood

Matthew Lindamood is a financial advisor who has been in the industry since 2012. He is currently registered with Concurrent Investment Advisors, LLC and is a Registered Representative in Texas and Virginia. Matthew Lindamood also holds the Series 7, Series 66, and SIE exams. He previously worked at Raymond James Financial Services, Inc. and Edward Jones. Matthew Lindamood specializes in financial planning, pension consulting, and portfolio management for individuals. He has a client base that includes high-net-worth individuals, corporations, and pension and profit-sharing plans. Matthew Lindamood is committed to providing his clients with personalized financial advice and services to help them achieve their financial goals.

Firm Information

Matthew Lindamood 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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Matthew Lindamood’s Registration & Firm History

VA

05/08/2023 - Present

Concurrent Investment Advisors, LLC (Lebanon VA)

VA

07/24/2020 - 05/22/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (Lebanon VA)

VA

10/05/2012 - 07/27/2020

EDWARD JONES (LEBANON VA)

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Licenses & Designations

BOTH

Issued 10/19/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Mark Lindamood.
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