Mark
Rodgers
Concurrent Investment Advisors, LLC
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About this Advisor
Mark Rodgers is a financial advisor based in Chicago, Illinois, working with Concurrent Investment Advisors, LLC. Mark has previously held positions at Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc, Bmr Retirement Group, LLC, Concurrent Investment Advisors LLC D/B/A Bmr Retirement, LLC, Purshe Kaplan Sterling Investments, Raymond James Financial Services Advisors Inc, N/A - Non-Variable Insurance, and Drai'S 1512, LLC. Mark has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, Mark is part of Concurrent Investment Advisors, LLC, which operates out of Chicago, Illinois. 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
Mark Rodgers Work History
Concurrent Investment Advisors LLC D/B/A Bmr Retirement, LLC
Purshe Kaplan Sterling Investments
Bmr Retirement Group, LLC
Bmr Retirement Group, LLC
N/A - Non-Variable Insurance
Drai'S 1512, LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Wells Fargo Clearing Services, LLC
Disclosures
Please visit the SEC profile of Mark Rodgers 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
Tampa, FL
Bradenton, FL
Tampa, FL
Tampa, FL
Tampa, FL
Colorado Springs, CO
Tampa, FL
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