Amir
Barar
Concurrent Investment Advisors, LLC
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About this Advisor
Amir Barar is a financial advisor based in Tampa, Florida, working with Concurrent Investment Advisors, LLC. Amir has previously held positions at Lpl Financial, LLC, Strategic Wealth Advisors Group, Concurrent Investment Advisors Dba Laurus Financial Group LLC, Purshe Kaplan Sterling Investments, Raymond James Financial Services, Inc, and Raymond James Financial Services Advisors, Inc. Amir has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Amir is part of Concurrent Investment Advisors, LLC, which operates out of Tampa, Florida. 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
Amir Barar Work History
Purshe Kaplan Sterling Investments
Concurrent Investment Advisors Dba Laurus Financial Group LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Strategic Wealth Advisors Group
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of Amir Barar 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
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
West Berlin, NJ
Bradenton, FL
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