Douglas
Tate
Concurrent Investment Advisors, LLC
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About this Advisor
Douglas Tate is a financial advisor working in Mandeville, Louisiana. Tate currently works for Concurrent Investment Advisors, LLC. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner And Smith, Inc, Bank Of America, N.A, Benjamin F Edwards & Co, Concurrent Investment Advisors, LLC and Purshe Kaplan Sterling Investments, Inc. Tate has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Louisiana and Texas. Concurrent Investment Advisors, LLC is a financial advisory company that has its headquarters in Tampa, FL. The firm has offices in 10 locations and a total of 16 advisors. It has $140 million in assets across its 854 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 854 customer accounts, just 2% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on which services the firm provides the client. However, fee types charged by Concurrent Investment Advisors, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Concurrent Investment Advisors, LLC Brokerage Details
$139,885,000
16
854
$163,800
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Douglas Tate Work History
Douglas has been registered as a financial advisor for 0 years.*
Concurrent Investment Advisors, LLC
Purshe Kaplan Sterling Investments, Inc
Benjamin F Edwards & Co
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner And Smith, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Douglas Tate 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
Mandeville, LA
Virginia Beach, VA
Portland, OR
Tampa, FL
Tampa, FL
Tampa, FL
West Berlin, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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