Paul
Neuner
Concurrent Investment Advisors, LLC
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About this Advisor
Paul Neuner is a financial advisor based in San Diego, California, working with Concurrent Investment Advisors, LLC. Paul has previously held positions at Wells Fargo Advisors LLC, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Flussbaurenhof, Concurrent Retirement Solutions, Concurrent Investment Advisors LLC Dba Next Retirement Solutions, and Pks Investments. Paul has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Kentucky. Currently, Paul 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
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
Paul Neuner Work History
Pks Investments
Concurrent Retirement Solutions
Concurrent Investment Advisors LLC Dba Next Retirement Solutions
Flussbaurenhof
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Paul Neuner 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
Colorado Springs, CO
Bradenton, FL
Tampa, FL
Alpharetta, GA
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
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