Mandy
Haskell
Concurrent Investment Advisors, LLC
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About this Advisor
Mandy Haskell is a financial advisor based in Houston, Texas, working with Concurrent Investment Advisors, LLC. Mandy has previously held positions at Invesco Distributors, Inc, Invesco Advisers, Inc, Integrity Viking Funds, Corridor Investors, LLC, Raymond James, Raymond James Financial Services Advisors, Inc, Wealth Partners Alliance, Concurrent Advisors, Concurrent Investment Advisors LLC, and Wells Fargo. Mandy has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Mandy is part of Concurrent Investment Advisors, LLC, which operates out of Houston, 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
Mandy Haskell Work History
Concurrent Investment Advisors LLC
Wealth Partners Alliance
Raymond James
Raymond James Financial Services Advisors, Inc
Concurrent Advisors
Wells Fargo
Integrity Viking Funds
Corridor Investors, LLC
Invesco Distributors, Inc
Invesco Advisers, Inc
Disclosures
Please visit the SEC profile of Mandy Haskell 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
Tampa, FL
Tampa, FL
Tampa, FL
Alpharetta, GA
Tampa, FL
Colorado Springs, CO
Tampa, FL
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