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Spencer Long

Concurrent Investment Advisors, LLC

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About Spencer Long

Spencer Long is an Investment Advisor Representative at Concurrent Investment Advisors, LLC. Spencer has a strong background in the financial industry and holds Series 7TO, Series 65, and SIE licenses. Previously, Spencer worked as an advisor at Raymond James Financial Services, Inc. and has experience in the financial services industry for over 7 years. Spencer is experienced with individuals, families, trusts, estates, corporations, pension and profit sharing plans, and other business clients.

Firm Information

Spencer Long 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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Spencer Long’s Registration & Firm History

FL

08/19/2024 - Present

Concurrent Investment Advisors, LLC (TAMPA FL)

DC

08/24/2022 - 05/31/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (Washington DC)

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Licenses & Designations

IA

Issued 07/01/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/24/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/12/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Spencer Long.
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