Douglas
Solorzano
Concurrent Investment Advisors, LLC
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About this Advisor
Douglas Solorzano is a financial advisor based in San Diego, California, working with Concurrent Investment Advisors, LLC. Douglas has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Das Asset Holdings, Inc, Das Enterprises, Inc (Dba: Das Services), Wells Fargo Advisors, Concurrent Investment Advisors LLC Dba Das Wealth Mgmt, and Purshe Kaplan Sterling Investments. Douglas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Douglas 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
Services Offered
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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
Douglas Solorzano Work History
Purshe Kaplan Sterling Investments
Concurrent Investment Advisors LLC Dba Das Wealth Mgmt
Das Asset Holdings, Inc
Das Enterprises, Inc (Dba: Das Services)
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Wells Fargo Advisors
Disclosures
Please visit the SEC profile of Douglas Solorzano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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