Keith
Huberman

Concurrent Investment Advisors, LLC

CRD#3035582
Investment Advisor
in Tomball, TX

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About this Advisor

Keith Huberman is a financial advisor based in Tomball, Texas, working with Concurrent Investment Advisors, LLC. Keith has previously held positions at Raymond James Financial Services, Inc, Tailormade Ten, LLC, Concurrent Wealth Advisors D/B/A Tailormade Wealth Counsel, Pks Investments, Concurrent Investment Advisors, LLC, Tailormade Wealth Counsel, The Leaders Group Inc, Tailor Made Financial Inc, and Raymond James Financial Services Advisors Inc. Keith has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Keith is part of Concurrent Investment Advisors, LLC, which operates out of Tomball, Texas. 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 63, Series 65, 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

25420 Kuykendahl Suite A400
Tomball, TX 77375

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Concurrent Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$6,256,967,921

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

123

TX Average: 62
Total Number of Accounts

18,097

TX Average: 2,474
Average Account Size

$345,746

TX Average: $750,025

Investment Advisory Services

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

Keith Huberman Work History

2023 - Present (1 year)

Pks Investments

2023 - Present (1 year)

Concurrent Investment Advisors, LLC

2022 - Present (2 years)

Concurrent Wealth Advisors D/B/A Tailormade Wealth Counsel

2021 - Present (3 years)

Tailormade Ten, LLC

2018 - Present (6 years)

Tailor Made Financial Inc

2008 - Present (16 years)

Tailormade Wealth Counsel

2018 - 2023 (5 years)

Raymond James Financial Services, Inc

2018 - 2023 (5 years)

Raymond James Financial Services Advisors Inc

2009 - 2018 (9 years)

The Leaders Group Inc

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Disclosures

Please visit the SEC profile of Keith Huberman 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

Timothy Bailey
Tampa, FL
Matthew Sorisho
Tampa, FL
Andrew Graefe
Tampa, FL
Charles Davidson
Alpharetta, GA
Brandy Lancaster
Colorado Springs, CO
Daniel Froning
Tampa, FL
Nicholas Klein
Tampa, FL
Taylor Smith
Tampa, 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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