Taylor
Smith
Concurrent Investment Advisors, LLC
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About this Advisor
Taylor Smith is a financial advisor based in Tampa, Florida, working with Concurrent Investment Advisors, LLC. Taylor has previously held positions at Concurrent Investment Advisors, LLC, Columbia Associates Wealth Management Group, Pricewaterhousecoopers LLP, Undergraduate University Student, Keturi LLC, Terrain Advisors, Thirsty Lion Gastropub and Grill, Hoffman Farm Store, Red Lobster, High School Student, and Sky High Sports. Taylor has passed the Series 65 regulatory exam and is registered to provide services in Oregon. Currently, Taylor 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
Taylor Smith Work History
Concurrent Investment Advisors, LLC
Columbia Associates Wealth Management Group
Pricewaterhousecoopers Llp
Keturi LLC
Pricewaterhousecoopers Llp
Terrain Advisors
Thirsty Lion Gastropub And Grill
Hoffman Farm Store
Undergraduate University Student
Red Lobster
Sky High Sports
High School Student
Disclosures
Please visit the SEC profile of Taylor 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
West Berlin, NJ
Alpharetta, GA
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
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