Keith
Huberman
Concurrent Investment Advisors, LLC
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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
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
Keith Huberman Work History
Pks Investments
Concurrent Investment Advisors, LLC
Concurrent Wealth Advisors D/B/A Tailormade Wealth Counsel
Tailormade Ten, LLC
Tailor Made Financial Inc
Tailormade Wealth Counsel
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
The Leaders Group Inc
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
Alpharetta, GA
Tampa, FL
West Berlin, NJ
Tampa, FL
Colorado Springs, CO
Tampa, FL
Tampa, FL
Tampa, FL
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