Brian
Serimian
Concurrent Investment Advisors, LLC
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About this Advisor
Brian Serimian is a financial advisor based in Tampa, Florida, working with Concurrent Investment Advisors, LLC. Brian has previously held positions at Wells Fargo, Concurrent Investment Advisors, LLC Dba Fig Garden Wealth Manage, Purshe Kaplan Sterling Investments, Concurrent Investment Advisors LLC, Raymond James, Raymond James Financial Services Advisors, Inc, and Raymond James Financial Services, Inc. Brian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Brian 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
Brian Serimian Work History
Purshe Kaplan Sterling Investments
Concurrent Investment Advisors LLC
Concurrent Investment Advisors, LLC Dba Fig Garden Wealth Manage
Raymond James
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Wells Fargo
Disclosures
Please visit the SEC profile of Brian Serimian 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
Alpharetta, GA
Tampa, FL
Colorado Springs, CO
Tampa, FL
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