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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Premock is a financial advisor at Concurrent Investment Advisors, LLC with over 23 years of experience in the industry. William is a licensed Investment Advisor Representative in Florida and Texas and is also registered with FINRA as a Registered Representative. William’s previous experience includes roles at Morgan Stanley and Wells Fargo Advisors Financial Network, LLC. Concurrent Investment Advisors, LLC is a registered investment advisor with offices in Tampa, FL and Fort Lauderdale, FL. The firm provides a variety of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting. William specializes in serving high net worth individuals, individuals other than high net worth, corporations, and pension and profit-sharing plans.
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
11/08/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
FL
11/01/2017 - 08/07/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FT LAUDERDALE FL)
FL
06/01/2009 - 11/02/2017
MORGAN STANLEY (FT. LAUDERDALE FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FT. LAUDERDALE FL)
FL
01/14/2005 - 04/02/2007
MORGAN STANLEY DW INC. (FT. LAUDERDALE FL)
NY
04/15/1999 - 01/19/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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