Kayla
Mcnamara
Concurrent Investment Advisors, LLC
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About this Advisor
Kayla Mcnamara is a financial advisor based in Tampa, Florida, working with Concurrent Investment Advisors, LLC. Kayla has previously held positions at Raymond James Financial Services, Inc, Wells Fargo, Raymond James Financial Services Advisors Inc, Mp Advisors, Mekosh Financial, and Concurrent Investment Advisors, LLC. Kayla has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Kayla 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
Kayla Mcnamara Work History
Concurrent Investment Advisors, LLC
Raymond James Financial Services Advisors Inc
Mp Advisors
Raymond James Financial Services, Inc
Mekosh Financial
Raymond James Financial Services, Inc
Wells Fargo
Disclosures
Please visit the SEC profile of Kayla Mcnamara 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
Bradenton, FL
Tampa, FL
West Berlin, NJ
Alpharetta, GA
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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