Lindsay
Heyman
Concurrent Investment Advisors, LLC
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About this Advisor
Lindsay Heyman is a financial advisor based in Tampa, Florida, working with Concurrent Investment Advisors, LLC. Lindsay has previously held positions at Willis Towers Watson, UBS, Southern Methodist University, Raymond James Financial Services Advisors, Inc, Raymond James Financial Services, Inc, Hout, Concurrent Advisors, Concurrent Investment Advisors, and Wealth Partners Alliance. Lindsay has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Lindsay 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
Lindsay Heyman Work History
Concurrent Investment Advisors
Hout
Wealth Partners Alliance
Concurrent Advisors
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Concurrent Advisors
Ubs
Ubs
Willis Towers Watson
Southern Methodist University
Student
Disclosures
Please visit the SEC profile of Lindsay Heyman 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
Colorado Springs, CO
Tampa, FL
Tampa, FL
Alpharetta, GA
Tampa, FL
Bradenton, FL
Tampa, FL
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