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Ralph Corley Watson

Concurrent Investment Advisors, LLC

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About Ralph Corley Watson

Ralph Corley Watson is a financial advisor with over 20 years of experience in the financial services industry. Ralph is a Certified Financial Planner and has a Series 7, Series 31, and Series 66 securities license, and the SIE exam. Ralph currently works at Concurrent Investment Advisors, LLC. Ralph is a registered Investment Advisor representative in Georgia, South Carolina, and Texas. Ralph also serves as an Independent Investment Advisor representative for Lumature Wealth Partners LLC.

Firm Information

Ralph Watson 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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Ralph Watson’s Registration & Firm History

GA

02/02/2024 - Present

Concurrent Investment Advisors, LLC (Alpharetta GA)

GA

06/03/2020 - 10/03/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (Alpharetta GA)

GA

11/01/2017 - 06/08/2020

CETERA ADVISOR NETWORKS LLC (ALPHARETTA GA)

GA

06/14/2013 - 11/01/2017

GIRARD SECURITIES, INC. (ALPHARETTA GA)

GA

11/13/2000 - 06/14/2013

PPA INVESTMENTS, INC. (ROSWELL GA)

NY

07/30/1999 - 09/01/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 06/16/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 05/26/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Ralph Corley Watson. Review regulatory record here.
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