Sara
Ferrell

Concurrent Investment Advisors, LLC

CRD#5841105
Investment Advisor
in Houston, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Sara Ferrell is a financial advisor based in Houston, Texas, working with Concurrent Investment Advisors, LLC. Sara has previously held positions at Morgan Stanley, Metasys Technologies, Wells Fargo, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Concurrent Advisors, Wealth Partners Alliance, Invesco, Invesco/Contracted By Metasys, Raymond James, Concurrent Investment Advisors LLC, and Invesco Advisers, Inc. Sara has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Sara 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

Series 66

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

1512 Center St. Ste 320
Houston, TX 77007

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Sara Ferrell Work History

2023 - Present (1 year)

Concurrent Investment Advisors LLC

2022 - Present (2 years)

Wealth Partners Alliance

2022 - 2023 (1 year)

Raymond James Financial Services, Inc

2022 - 2023 (1 year)

Raymond James Financial Services Advisors, Inc

2022 - 2023 (1 year)

Concurrent Advisors

2022 - 2023 (1 year)

Raymond James

2021 - 2022 (1 year)

Wells Fargo

2020 - 2021 (1 year)

Morgan Stanley

2019 - 2020 (1 year)

Metasys Technologies

2019 - 2020 (1 year)

Invesco/Contracted By Metasys

2012 - 2019 (7 years)

Invesco Advisers, Inc

2010 - 2019 (9 years)

Invesco

Disclosures

Please visit the SEC profile of Sara Ferrell 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

Kelly Rodriguez
Tampa, FL
Richard Camacho
Tampa, FL
Timothy Bailey
Tampa, FL
Daniel Froning
Tampa, FL
Taylor Smith
Tampa, FL
Andrew Graefe
Tampa, FL
Chad Mcqueen
West Berlin, NJ
Nicholas Klein
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started