Nicole
Mize
Concurrent Investment Advisors, LLC
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About this Advisor
Nicole Mize is a financial advisor based in Tampa, Florida, working with Concurrent Investment Advisors, LLC. Nicole has previously held positions at Raymond James Financial Services, Inc, Mustang Public Schools, Morgan Stanley Wealth Management, Concurrent Investment Advisors, LLC, and Heartland Wealth Management. Nicole has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma. Currently, Nicole 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
Nicole Mize Work History
Concurrent Investment Advisors, LLC
Heartland Wealth Management
Raymond James Financial Services, Inc
Mustang Public Schools
Morgan Stanley Wealth Management
Disclosures
Please visit the SEC profile of Nicole Mize 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
Alpharetta, GA
West Berlin, NJ
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Colorado Springs, CO
Tampa, FL
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