Brian
Campagna
Concurrent Investment Advisors, LLC
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About this Advisor
Brian Campagna is a financial advisor based in Portland, Oregon, working with Concurrent Investment Advisors, LLC. Brian has previously held positions at Pacific Capital Resource Group, Raymond James Financial Services, Inc, Raymond James Financial Services Advisor, Inc, Concurrent Advisors - Dba, Brian Campagna - Insurance Dba, Rental Property, Hornor Townsend And Kent, Concurrent Investment Advisors LLC, and Purshe Kaplan Sterling Investments. Brian has passed the Series 66 regulatory exam and is registered to provide services in Oregon and Texas. Currently, Brian is part of Concurrent Investment Advisors, LLC, which operates out of Portland, Oregon. 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
Brian Campagna Work History
Concurrent Investment Advisors LLC
Purshe Kaplan Sterling Investments
Concurrent Advisors - Dba
Brian Campagna - Insurance Dba
Rental Property
Raymond James Financial Services, Inc
Raymond James Financial Services Advisor, Inc
Pacific Capital Resource Group
Hornor Townsend And Kent
Disclosures
Please visit the SEC profile of Brian Campagna 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
Bradenton, FL
Tampa, FL
Tampa, FL
Colorado Springs, CO
West Berlin, NJ
Tampa, FL
Tampa, FL
Tampa, FL
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