Marilyn
Smith
Concurrent Investment Advisors, LLC
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About this Advisor
Marilyn Smith is a financial advisor based in Tampa, Florida, working with Concurrent Investment Advisors, LLC. Marilyn has previously held positions at Morgan Stanley Smith Barney, U.S. Bancorp Investments, Inc, Robert W. Baird & Co., Inc, Raymond James Financial Services, Inc, Purshe Kaplan Sterling Investments, North Academy Fitness, Concurrent Investment Advisors Dba Legacy Private Wealth Prt, Schwartz Mabry Private Wealth Advisory, and The Hamilton Group. Marilyn has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Marilyn 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
Marilyn Smith Work History
Purshe Kaplan Sterling Investments
Concurrent Investment Advisors Dba Legacy Private Wealth Prt
North Academy Fitness
Raymond James Financial Services,Inc
Schwartz Mabry Private Wealth Advisory
The Hamilton Group
Robert W. Baird & Co., Inc
U.S. Bancorp Investments, Inc
Morgan Stanley Smith Barney
Disclosures
Please visit the SEC profile of Marilyn Smith 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
Colorado Springs, CO
Tampa, FL
Tampa, FL
Bradenton, FL
Alpharetta, GA
Tampa, FL
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