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Roddrick Newhouse

Concurrent Investment Advisors, LLC

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About Roddrick Newhouse

Roddrick Newhouse is a financial advisor with over 12 years of experience. Roddrick has been registered with the SEC as an Investment Advisor Representative since 2011. Roddrick currently works with Concurrent Investment Advisors, LLC and has a proven track record of helping clients achieve their financial goals. Roddrick provides financial planning services, portfolio management, and selection of other advisors. Roddrick is dedicated to providing personalized financial advice to each of their clients and is committed to helping them achieve their financial goals.

Firm Information

Roddrick Newhouse 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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Roddrick Newhouse’s Registration & Firm History

FL

07/17/2023 - Present

Concurrent Investment Advisors, LLC (TAMPA FL)

TX

11/08/2017 - 07/20/2023

LPL FINANCIAL LLC (ALLEN TX)

TX

07/25/2011 - 11/09/2017

WELLS FARGO CLEARING SERVICES, LLC (DALLAS TX)

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Licenses & Designations

BC

Issued 08/26/2011

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/21/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Roddrick Newhouse.
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