Denise
Ruiz
Concurrent Investment Advisors, LLC
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About this Advisor
Denise Ruiz is a financial advisor based in Tampa, Florida, working with Concurrent Investment Advisors, LLC. Denise has previously held positions at Ag Edwards/Wells Fargo Advisors, Wells Fargo Advisors LLC, Raymond James Financial Services, Concurrent Investment Advisors LLC, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, and Next Retirement Solutions. Denise has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Denise 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
Denise Ruiz Work History
Concurrent Investment Advisors LLC
Next Retirement Solutions
Raymond James Financial Services
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Wells Fargo Advisors LLC
Ag Edwards/Wells Fargo Advisors
Disclosures
Please visit the SEC profile of Denise Ruiz 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
Tampa, FL
Alpharetta, GA
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