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Wesley Blake Turner

Concurrent Investment Advisors, LLC

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About Wesley Blake Turner

Wesley Blake Turner is an investment advisor representative with Concurrent Investment Advisors, LLC. Wesley has been in the securities industry since May 13, 2015, and holds Series 66, Series 7 and SIE licenses. Wesley is registered with the state regulators in Alabama, Florida, Georgia, Indiana, Nevada, North Carolina, South Carolina, Texas. Wesley is a member of Ferst Foundation and is a registered insurance agent. Wesley specializes in Portfolio Management for Individuals, Portfolio Management for Investment Companies, Financial Planning, and Pension Consulting.

Firm Information

Wesley Turner 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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Wesley Turner’s Registration & Firm History

GA

02/02/2024 - Present

Concurrent Investment Advisors, LLC (Alpharetta GA)

GA

06/03/2020 - 10/03/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (Alpharetta GA)

GA

11/01/2017 - 06/08/2020

CETERA ADVISOR NETWORKS LLC (ALPHARETTA GA)

GA

05/14/2015 - 11/01/2017

GIRARD SECURITIES, INC. (ALPHARETTA GA)

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Licenses & Designations

BOTH

Issued 07/02/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wesley Blake Turner.
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