Douglas
Maclardy
Concurrent Investment Advisors, LLC
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About this Advisor
Douglas Maclardy is a financial advisor based in Tampa, Florida, working with Concurrent Investment Advisors, LLC. Douglas has previously held positions at Lpl Financial, Raymond James, Raymond James Financial Services, Inc, Concurrent Advisors Dba Columbia Associates Financial Group, The Benefits Group LLC, and Purshe Kaplan Sterling Investments. Douglas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Douglas 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
Douglas Maclardy Work History
Purshe Kaplan Sterling Investments
Concurrent Advisors Dba Columbia Associates Financial Group
Raymond James
Raymond James Financial Services, Inc
The Benefits Grouip LLC
Lpl Financial
Disclosures
Please visit the SEC profile of Douglas Maclardy 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
Alpharetta, GA
West Berlin, NJ
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Colorado Springs, CO
Tampa, FL
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