Kimberly
Corrente
Concurrent Investment Advisors, LLC
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About this Advisor
Kimberly Corrente is a financial advisor based in Tampa, Florida, working with Concurrent Investment Advisors, LLC. Kimberly has previously held positions at Morgan Stanley Smith Barney, Raymond James Financial Services, Raymond James Financial Services Advisors, Ccis Insurance Group, Concurrent Investment Advisors Dba Fig Garden Wealth Mgmt, Purshe Kaplan Sterling Investments, and Concurrent Investment Advisors LLC. Kimberly has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Kimberly 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
Kimberly Corrente Work History
Purshe Kaplan Sterling Investments
Concurrent Investment Advisors LLC
Concurrent Investment Advisors Dba Fig Garden Wealth Mgmt
Raymond James Financial Services
Raymond James Financial Services Advisors
Raymond James Financial Services
Ccis Insurance Group
Morgan Stanley Smith Barney
Morgan Stanley Smith Barney
Disclosures
Please visit the SEC profile of Kimberly Corrente 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
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