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William Yngve Rice

Concurrent Investment Advisors, LLC

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About William Yngve Rice

William Yngve Rice IV is a financial advisor with over 10 years of experience in the industry. William is currently registered with Concurrent Investment Advisors, LLC in Longview, Texas. William has held previous positions at Raymond James Financial Services, Inc. and Morgan Stanley. William has passed the Series 63, Series 65, Series 7 and SIE exams. William specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. William's firm, Concurrent Investment Advisors, LLC, manages over $6 billion in assets.

Firm Information

William Rice 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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William Rice’s Registration & Firm History

TX

03/31/2023 - Present

Concurrent Investment Advisors, LLC (Longview TX)

TX

02/22/2019 - 04/25/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (LONGVIEW TX)

TX

03/26/2012 - 02/25/2019

MORGAN STANLEY (LONGVIEW TX)

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Licenses & Designations

IA

Issued 08/09/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/11/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/23/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Yngve Rice.
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