Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Mullins is a registered investment advisor representative with Concurrent Investment Advisors, LLC. Roger has been in the industry since 2020 and specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Roger is also licensed as an insurance agent and may offer clients advice or products related to insurance. Clients should be aware that these services pay a commission and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment advisor. Concurrent always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients always have the right to decide whether or not to utilize the services of any representative of Concurrent in such individual's outside capacities.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
01/19/2024 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
VA
05/08/2023 - 12/22/2023
PURSHE KAPLAN STERLING INVESTMENTS (Lebanon VA)
VA
08/09/2021 - 10/12/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Lebanon VA)
BOTH
Issued 02/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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