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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Gregory Albritton is a financial advisor with Concurrent Investment Advisors, LLC, a firm with approximately $1 billion - $10 billion in assets under management. Steven Gregory Albritton is registered with the Financial Industry Regulatory Authority (FINRA) and has been in the industry since January 1985. Steven Gregory Albritton is a Certified Financial Planner and provides financial planning and investment advice to individuals, families, and businesses. Steven Gregory Albritton holds a Series 7 and Series 63 license. Concurrent Investment Advisors, LLC is a registered investment advisor and provides investment advice to a wide range of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth. Steven Gregory Albritton has been with Concurrent Investment Advisors, LLC since May 2023. Prior to joining Concurrent Investment Advisors, LLC, Steven Gregory Albritton was a financial advisor with Wells Fargo Advisors LLC, and Raymond James Financial Services, Inc.
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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2
FL
06/19/2023 - Present
Concurrent Investment Advisors, LLC (Bradenton FL)
FL
10/11/2021 - 05/19/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Bradenton FL)
FL
01/01/2008 - 10/22/2021
WELLS FARGO CLEARING SERVICES, LLC (LAKEWOOD RANCH FL)
FL
02/01/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BRADENTON FL)
BC
Issued 12/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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