Andrew
Farrell
Concurrent Investment Advisors, LLC
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About this Advisor
Andrew Farrell is a financial advisor based in San Diego, California, working with Concurrent Investment Advisors, LLC. Andrew has previously held positions at Financial Telesis Inc, Independent Benefit Services, Lpl Financial LLC, Global Retirement Partners, Commonwealth Financial, Retirement Advisor Practice Builder, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Raymond James, and Concurrent Investment Advisors LLC. Andrew has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in California. Currently, Andrew is part of Concurrent Investment Advisors, LLC, which operates out of San Diego, California. The firm has 37 offices and 123 employees. The firm manages assets totaling $6.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Concurrent Investment Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Concurrent Investment Advisors, LLC Brokerage Details
$6,256,967,921
123
18,097
$345,746
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Andrew Farrell Work History
Concurrent Investment Advisors LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Raymond James
Retirement Advisor Practice Builder
Retirement Advisor Practice Builder
Lpl Financial LLC
Global Retirement Partners
Commonwealth Financial
Financial Telesis Inc
Independent Benefit Services
Independent Benefit Services
Disclosures
Please visit the SEC profile of Andrew Farrell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Concurrent Investment Advisors, LLC
Tampa, FL
West Berlin, NJ
Tampa, FL
Bradenton, FL
Tampa, FL
Alpharetta, GA
Colorado Springs, CO
Tampa, FL
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