Alexander
Reed
Concurrent Investment Advisors, LLC
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About this Advisor
Alexander Reed is a certified financial planner and chartered financial consultant operating in Portland, Oregon, with a total of 1 year of relevant experience. Reed is currently employed by Concurrent Investment Advisors, LLC. Over the course of their career, Reed has held roles at Hornor Townsend & Kent Inc, Penn Mutual Life Ins Co, Cwm, LLC, Cetera Advisor Networks and Concurrent Investment Advisors, LLC. Reed holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Oregon. Concurrent Investment Advisors, LLC is a company operating out of Tampa, FL. The company has offices in 10 locations and a total of 16 people on staff. It controls $140 million in assets under management across its 854 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 854 client accounts, just 2% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice usually depend on the financial services. Fee types charged by Concurrent Investment Advisors, LLC most likely include some combination 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
Alexander Reed Work History
Alexander has been registered as a financial advisor for 1 years.*
Concurrent Investment Advisors, LLC
Cwm, LLC
Cetera Advisor Networks
Hornor Townsend & Kent Inc
Penn Mutual Life Ins Co
*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 Alexander Reed 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
Virginia Beach, VA
Portland, OR
Mandeville, LA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
