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Monica Parish

Concurrent Investment Advisors, LLC

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About Monica Parish

Monica Parish is an Investment Advisor Representative with Concurrent Investment Advisors, LLC. Monica has been in the financial services industry since January 2022, and has worked with several firms prior to joining Concurrent Investment Advisors, LLC. Monica holds a Series 65 license and has passed the SIE exam. Monica specializes in providing financial planning, portfolio management for individuals, and pension consulting services to individuals, corporations, and pension and profit-sharing plans. Monica is registered in Florida and is committed to helping her clients achieve their financial goals.

Firm Information

Monica Parish 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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Monica Parish’s Registration & Firm History

FL

07/11/2024 - Present

Concurrent Investment Advisors, LLC (Fort Lauderdale FL)

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Licenses & Designations

IA

Issued 07/09/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Monica Parish.
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