George
Hoos
Concurrent Investment Advisors, LLC
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About this Advisor
George Hoos is a financial advisor based in Tampa, Florida, working with Concurrent Investment Advisors, LLC. George has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Concurrent Investment Advisors Dba Family Wealth Solutions, Raymond James, Purshe Kaplan Sterling Investments, Concurrent Advisor, Gluh Investment Of Sarasota Llp, and Cavalier Asset Management LLC. George has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, George 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
George Hoos Work History
Purshe Kaplan Sterling Investments
Concurrent Investment Advisors Dba Family Wealth Solutions
Cavalier Asset Management LLC
Raymond James Financial Servcies, Inc
Raymond James Financial Servcies Advisors, Inc
Raymond James
Concurrent Advisor
Morgan Stanley Private Bank, National Association
Morgan Stanley
Morgan Stanley
Gluh Investment Of Sarasota Llp
Disclosures
Please visit the SEC profile of George Hoos 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
Alpharetta, GA
Tampa, FL
Tampa, FL
Tampa, FL
West Berlin, NJ
Bradenton, FL
Tampa, FL
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