Monica
Parish
Concurrent Investment Advisors, LLC
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About this Advisor
Monica Parish is a financial advisor based in Pompano Beach, Florida, working with Concurrent Investment Advisors, LLC. Monica has previously worked at Wells Fargo Advisors Financial Network, LLC, Universal Court Reporting, Fairfield Inn & Suites By Marriott, Hometowne Studios, Ipic Theaters, Florida Atlantic University, Viera High School, Concurrent Investment Advisors, LLC, Tidwell-Premock-Basilone Private Wealth Management, and as a student. Monica has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Monica is part of Concurrent Investment Advisors, LLC, which operates in Pompano Beach, Florida. The firm has 26 offices and 165 employees. Concurrent Investment Advisors, LLC manages assets totaling $9.9 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
$9,901,639,186
165
10,278
$963,382
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Monica Parish Work History
Concurrent Investment Advisors, LLC
Tidwell-Premock-Basilone Private Wealth Management
Wells Fargo Advisors Financial Network, LLC
Universal Court Reporting
Fairfield Inn & Suites By Marriott
Hometowne Studios
Universal Court Reporting
Ipic Theaters
Florida Atlantic University
Viera High School
Student
Disclosures
Please visit the SEC profile of Monica Parish 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
San Diego, CA
Tampa, FL
Kingsport, TN
Tampa, FL
Tampa, FL
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