Roddrick
Newhouse
Concurrent Investment Advisors, LLC
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About this Advisor
Roddrick Newhouse is a financial advisor based in Tampa, Florida, working with Concurrent Investment Advisors, LLC. Roddrick has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Lpl Financial, LLC, Wealthcare Advisory Partners, LLC, Concurrent Investment Advisors LLC, 44 Management, and Wealth Partners Alliance. Roddrick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Roddrick 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
Roddrick Newhouse Work History
Concurrent Investment Advisors LLC
44 Management
Wealth Partners Alliance
Lpl Financial, LLC
Wealthcare Advisory Partners, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Roddrick Newhouse 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
Colorado Springs, CO
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
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