Anthony
Paul
Concurrent Investment Advisors, LLC
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About this Advisor
Anthony Paul is a financial advisor based in Englewood, Colorado, working with Concurrent Investment Advisors, LLC. Anthony has previously held positions at Raymond James Financial Advisor, Inc, Concurrent Investment Advisors LLC Dba The Hamilton Group, Purshe Kaplan Sterling Investments, Propel Creative Enterprises LLC, and Morgan Stanley Private Bank, National Association. Anthony has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Anthony is part of Concurrent Investment Advisors, LLC, which operates out of Englewood, Colorado. 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
Anthony Paul Work History
Purshe Kaplan Sterling Investments
Propel Creative Enterprises LLC
Concurrent Investment Advisors LLC Dba The Hamilton Group
Raymond James Financial Advisor, Inc
Morgan Stanley Private Bank, National Association
Disclosures
Please visit the SEC profile of Anthony Paul 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
Bradenton, FL
Colorado Springs, CO
Tampa, FL
Tampa, FL
Tampa, FL
West Berlin, NJ
Tampa, FL
Tampa, FL
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