Christopher
Van Horn

Concurrent Investment Advisors, LLC

CRD#5129488
Investment Advisor
in Tampa, FL

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About this Advisor

Christopher Van Horn is a financial advisor based in Tampa, Florida, working with Concurrent Investment Advisors, LLC. Christopher has previously held positions at The O.N. Equity Sales Company, Cetera Investment Advisers, Artisan Square Financial Group, Ifs Financial Services, Touchstone Securities, Raymond James & Associates, Inc, Western & Southern, Concurrent Investment Advisors, LLC, Cetera Financial Specialists, and The O.N. Equity Sales Co. Christopher has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Christopher 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

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

100 S. Ashley Drive Suite 830
Tampa, FL 33602

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Concurrent Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$6,256,967,921

FL Average: $1,855,561,029
Total Number of Employees

123

FL Average: 62
Total Number of Accounts

18,097

FL Average: 2,474
Average Account Size

$345,746

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Christopher Van Horn Work History

2024 - Present (0 year)

Concurrent Investment Advisors, LLC

2021 - Present (3 years)

Raymond James & Associates, Inc

2019 - 2021 (2 years)

Raymond James & Associates, Inc

2018 - 2019 (1 year)

The O.N. Equity Sales Co

2018 - 2019 (1 year)

The O.N. Equity Sales Company

2017 - 2018 (1 year)

Ifs Financial Services

2017 - 2018 (1 year)

Touchstone Securities

2017 - 2018 (1 year)

Western & Southern

2016 - 2017 (1 year)

Cetera Investment Advisers

2016 - 2017 (1 year)

Artisan Square Financial Group

2016 - 2017 (1 year)

Cetera Financial Specialists

2012 - 2016 (4 years)

The O.N. Equity Sales Company

Disclosures

Please visit the SEC profile of Christopher Van Horn 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

Kelly Mccloy
Bradenton, FL
Charles Davidson
Alpharetta, GA
Kelly Rodriguez
Tampa, FL
Taylor Smith
Tampa, FL
Andrew Graefe
Tampa, FL
Chad Mcqueen
West Berlin, NJ
Daniel Froning
Tampa, FL
Matthew Sorisho
Tampa, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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