Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stevan? Claim Your ProfileStevan Dority is a financial advisor with over 16 years of experience in the industry. Stevan holds the Series 7, Series 31, and Series 66 licenses as well as the SIE. Stevan has experience with both Raymond James Financial Services, Inc. and Wells Fargo Clearing Services, LLC. Stevan is currently a registered representative and investment advisor representative with Concurrent Investment Advisors, LLC. Stevan specializes in providing financial planning and investment management services to individuals, families, and businesses. Concurrent Investment Advisors, LLC is an independent wealth management firm that specializes in providing investment management services. Concurrent Investment Advisors, LLC has over $6 billion in assets under management. The firm has offices in Tampa, FL, and San Diego, CA.
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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CA
11/08/2023 - Present
Concurrent Investment Advisors, LLC (San Diego CA)
CA
10/31/2017 - 04/25/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Monterey CA)
CA
11/30/2007 - 11/01/2017
WELLS FARGO CLEARING SERVICES, LLC (CARMEL CA)
CA
06/22/2006 - 12/18/2007
M.L. STERN & CO., LLC. (CARMEL CA)
CA
06/14/2005 - 04/20/2006
MORGAN STANLEY DW INC. (SALINAS CA)
BOTH
Issued 06/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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