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Paul Neuner

Concurrent Investment Advisors, LLC

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About Paul Neuner

Paul Neuner is a financial advisor with Concurrent Investment Advisors, LLC. Paul is a registered representative with over 29 years of experience in the financial services industry. Paul's primary focus is providing comprehensive financial planning and investment management services to individuals and families. Paul is also a registered investment advisor representative in California and Kentucky, and has the Series 7, Series 63, and Series 66 licenses. Paul's areas of expertise include retirement planning, investment management, and insurance.

Firm Information

Paul Neuner 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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Paul Neuner’s Registration & Firm History

CA

09/28/2023 - Present

Concurrent Investment Advisors, LLC (San Diego CA)

MI

05/27/2016 - 06/05/2023

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

CA

01/01/2008 - 06/01/2016

WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)

CA

03/28/1994 - 01/03/2008

A. G. EDWARDS & SONS, INC. (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 09/27/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/31/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/25/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Paul Neuner. Review regulatory record here.
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