Ralph
Watson

Concurrent Investment Advisors, LLC

CRD#3233928
Investment Advisor
in Alpharetta, GA

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About this Advisor

Ralph Watson is a financial advisor based in Alpharetta, Georgia, working with Concurrent Investment Advisors, LLC. Ralph has previously held positions at Girard Securities, Inc, United Capital Financial Advisers LLC, Cetera Adviser Networks LLC, Raymond James Financial Services, Inc, Lumature Wealth Partners, LLC, Concurrent Investment Advisors LLC, and Goldman Sachs. Ralph has passed the Series 66 regulatory exam and is registered to provide services in Georgia, South Carolina, and Texas. Currently, Ralph is part of Concurrent Investment Advisors, LLC, which operates out of Alpharetta, Georgia. 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

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2325 Lakeview Parkway Suite 174
Alpharetta, GA 30009

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Concurrent Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$6,256,967,921

GA Average: $1,855,561,029
Total Number of Employees

123

GA Average: 62
Total Number of Accounts

18,097

GA Average: 2,474
Average Account Size

$345,746

GA Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Ralph Watson Work History

2023 - Present (2 years)

Concurrent Investment Advisors LLC

2020 - Present (5 years)

Lumature Wealth Partners, LLC

2020 - 2023 (3 years)

Raymond James Financial Services, Inc

2019 - 2020 (1 year)

Goldman Sachs

2017 - 2020 (3 years)

Cetera Adviser Networks LLC

2013 - 2017 (4 years)

Girard Securities, Inc

2013 - 2019 (6 years)

United Capital Financial Advisers LLC

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Disclosures

Please visit the SEC profile of Ralph Watson 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

Chad Mcqueen
West Berlin, NJ
Daniel Froning
Tampa, FL
Andrew Graefe
Tampa, FL
Nicholas Klein
Tampa, FL
Richard Camacho
Tampa, FL
Timothy Bailey
Tampa, FL
Charles Davidson
Alpharetta, GA
Kelly Mccloy
Bradenton, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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